Landmark Information Systems

The essential steps for provisioning users in Docusign are as follows...

1. Log onto DocuSign as an authorized Administrator account.
   https://www.docusign.com
   
   
2. Navigate to the Docusign Admin portal.  Thiscan be found from the waffle or three-line menu, depending on screen resolution, in the top left of the DocuSign portal. 
   
   
   
   
   
   
   
3. Navigate to the Users administration on the left-hand menu and then click the Add User button in the top right to create a new user.
   
   
4. Enter the Full Name and Email Address for the new user and click the next button. No additional information is needed on this screen.  
   
   
5. Assign the user to the appropriate company Accounts.
   
   
   • Users should only be assigned companies they may act on behalf of.
     
     
   • Users should be assigned appropriate permissions.
     • DS View allows users to view and sign documents.
     • DS Sender allows users to view, sign, and send documents for signature.
     • PM Admin allows users to view, sign, send documents for signature, and also create templates.
       
       
6. Click the Save button to confirm and commit changes.