Add a DocuSign User to a Subaccount during Account Creation

ARTICLE SUMMARY

This article outlines the steps on how to add a DocuSign user to a subaccount during account creation.

1. In DocuSign eSignature Admin, click Users.
2. Click ADD USER.
3. Enter the email address for the new user and click Next.
4. For the new user, in the Profile Information step, enter the user's full name and default language setting and complete any additional profile information as needed.
5. After activation, the user can change these fields from their My Preferences.
6. Click NEXT.
7. (Optional) In the Security step, add an access code to the activation email. If you add a code, you must provide the code to the user in order for them to activate their account.
8. Click NEXT.
9. In the permission profile and Groups step:
   • Select a permission profile to assign to the new user. See Permission Profiles for more information.
   • (Optional) Click ASSIGN GROUPS to select groups to assign to the new user.
   • Click ADD USER.
     • The user is added to the account with the status Pending.
   • The user receives an activation email and must complete the activation steps to activate their new account. Once they do so, their membership status changes to Active.