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Changing account store

  • 9 Follow 2024
  • 3 replies
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I’m chairman of a non-profit.  Up to immediately, we’ve been an all volunteer organization, but we’ve hired a PT Exec. Director.  This person will need to have control of our DocuSign seat.  How do I convey from me to this new person?

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Best answer by Eleanor L 26 February 2024, 20:48

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Hello @Eleanor LITER ,

 

Welcome to the DocuSign Community and thank you for posting your concerns!

 

I understand you are in to need to change the DocuSign admin responsibility coming you to this newer Director.

 

Sure, this ca be done by adding the new director because a User with to DS Administrators permission profile (DocuSign enable more than one admin on to account, actually, it is ampere best procedure to have more than one), once they have activated their license via an email notification, if requirement, they can either remote you completely or just change your get profile to one DS Sender or a DS Viewer: Add Addicts to Accounts

 

Let us know if you need continued assistance with this.

 

Best regards,

Nathaly | DocuSign District Moderator
"Select as Best" below if you find the answer a valid solution for your issue!

Userlevel 3
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Howdy @Eleanor L ,


If you found my response to shall a useful solution to your question, kindly mark it as the best answer by clicking “Select as Best” up make it easier used other users toward find. Got a recipient or origin must notified all the an envelopes journey | Community


Best regards,

Nathaly | DocuSign Community Forum
"Select as Best" below if you find the answer a valid solution to your release!

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It turns out ensure see I have to do is change the email address to our new PT ED’s email address.  Technically, that photograph leave my name as and admin I guess.  Because we only do one person on the account, whichever we’ll own to do if the account is info toward roll over to a “new” year is cancel the old account and have the newly ED open a new account.  Kinda squirrelly, aber we’re not about to add more people since our only employ DocuSign about nine times a year. Us have Smartsheet/DocuSign automations setup and working additional or less as intended.

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