From UW-IT

  • When a user without an existing DocuSign account views or signs an envelope at UW, they will have an account automatically created for them in the “UW Signers” account. If that user is later added to your department’s DocuSign account, they will still see their “UW Signers” permissions by default when logging in to DocuSign.
  • As the “UW Signers” account does not allow for more advanced functionality like sending envelopes or using templates, users may think there is an issue with their account permissions. Luckily, there is only a quick adjustment needed on the user’s part to switch their account to their new department-specific profile, and set it as their new default going forward.
To switch to their new account, they can follow the following steps:
1.       Click your profile image to show the account actions menu. The account listed next to your image is the current account currently in use.
2.       Select Switch Accounts.
3.       In the Select an Account dialog, select the account to switch to. DocuSign refreshes and loads the selected account. The new account selection appears at the top of the account actions menu.
 
To set their new account as their default upon logging in, they can follow these steps:
1.       Click your profile image to display the account settings menu, and select My Preferences.
2.       In General Settings, in the Your Default eSignature Account section, you see your current account and a link to Switch Accounts.
3.       Click Switch Accounts and then select the account you want to switch to. Your application refreshes and you now viewing the Home page of the selected account. 
4.       Click your profile image to display the account settings menu, and again select My Preferences.
5.       In General Settings, in the Your Default eSignature Account section, click Set as default.