User Management
Video: Manage users | eSignature
Can I transfer envelopes from my personal account to my company account?
Follow these steps to troubleshoot envelope transfer from a personal account to a company account.
How do I export a list of all account users?
Follow these steps to export a list of all Docusign account users.
Why are closed Users automatically filtered or hidden from an Administrator?
Finding Users in Docusign and FAQ - Closed Users will by default not show in the Users list. Learn how to find users in order to manage their settings, Envelopes,...
How to exclude specific users from SSO requirements?
Follow these steps to learn how to exclude specific users from single sign-on (SSO) requirements.
Troubleshooting and Help
Troubleshooting and help for the most common issues Docusign customers encounter with eSignature, administration, account and billing, and more. Read the helpful ...
DAL - Error: Create is unauthorized for object: PermissionSetAssignment
This issue will walk you through resolving the error "Create is unauthorized for object: PermissionSetAssignment"
With DAL or DFS and using permission set groups will result in an error "You must have Docusign user permissions to perform this operation." when sending an envelope
Instructions for addressing the following error message: "You must have Docusign user permissions to perform this operation." This error occurs when using DAL or ...
Video: Docusign CLM: How to Add Users and Groups
Docusign Negotiate for Salesforce
Docusign Negotiate for Salesforce is discontinued for new customers as of DAL 4.3. This article summarizes the future of Negotiate for Salesforce and possible wor...
Error: Cannot add email address to this account. The address is part of a reserved domain
Cause and solutions for the error "Cannot add email address to this account. The address is part of a reserved domain that does not permit account memberships out...
DAL - The Docusign credentials entered do not map to a user on the Docusign Account connected to this Salesforce org
This article provides a solution for the current issue: When attempting to authorize or connect DAL and Salesforce, the authorizing user or the integration user i...
What Open Source projects does Docusign offer?
Redirects users searching for Open source projects to the Open Source catalog page.
DAL: The UserID does not have a valid membership in this account
How to troubleshoot and solve the following error: "The UserID does not have a valid membership in this account (DAL)."
Video: Apps Launcher for Salesforce: Add and Manage Users