Password Reset
Prefences (profile head, right corner) \ Users (left column) \ click Reset Password
User will receive an email in Outlook indicates the sender as “Roxi Vargas (your name) via DocuSign”.
They click on the Reset Password button in the email to reset their password.
Unlocking User Account
Under Account Administration, click on Locked Out Users
Highlight users name and click Unlock (you can also unlock any others that are locked since you are in there)
Setting Up New Users in DocuSign
From the HOME screen, choose the drop-down on the far right and choose PREFERENCES. (see attached for detailed instructions)
Choose USERS under the Account Administration section. Click on NEW to add a new User.
Enter the e-mail address of the new User and click on Check Address.
The e-mail address will appear and the following screen will open.
Complete this section with the User’s information:
Name, Job Title and Permission Profile.
The Permission Profile is a drop-down menu and DOCUSIGN SENDER should be chosen.
Hit SAVE.
This screen will prompt you to choose an ACCESS CODE for that User. You may choose a word or phrase that the user will need to enter before they can activate DocuSign. (Ex. SBB4 for South Bay Branch, CALL6 for Call Center)
Input the ACCESS CODE and hit Send. You can then send the ACCESS CODE to the User under separate e-mail.
Confirmation that the Activiation e-mail has been sent to the User.
The user will receive an email from DocuSign which they will click on the Activate button.
This will open up DocuSign and already have their email address enter.
User will type in their desired password (at least 6 characters and NO special characters)
They will then select a Security Question and give the answer.
At this point they will be asked for the Access Code that you have assigned to them.
Permissions and\or Authority Changes
Forward requests to Becky Valdez and Joe Gonzalez
Terminated Employee
Find the users name and click on CLOSE
Omar Ortiz
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