This service allows departments and authorized staff to request new DocuSign user accounts, modify user permissions, or assign users to DocuSign groups needed for workflow routing, template access, and electronic signature processes. The service ensures proper setup, secure access, and compliance with institutional standards for digital signatures and document handling.
What’s Included
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Creation of new DocuSign user accounts
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Modification of existing user permissions or roles
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Assignment or removal of users from DocuSign groups
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Access to templates, workflows, and shared folders
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Troubleshooting issues related to user access
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Verification of licensing and eligibility
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Notification to the requestor once access is provisioned
Who Can Request This Service
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Supervisors and managers
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Department administrators
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Project leads
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Authorized staff responsible for DocuSign workflow management
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IT support personnel submitting on behalf of users
When to Use This Service
Submit a DocuSign User & Group Access Request when:
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A new employee needs a DocuSign account
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A user requires access to specific DocuSign templates or workflows
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A staff member’s role or responsibilities change
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A user needs to be added to or removed from a DocuSign group
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You need to adjust signing, sending, or admin permissions
Requirements Before Submitting
Please include:
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User’s full name and email address
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Type of access needed (Sender, Viewer, Admin, PowerForm access, etc.)
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DocuSign group(s) to add or remove
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Business justification for the requested access
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Supervisor approval (if applicable)
Fulfillment Time
Standard processing time is 1–3 business days, depending on licensing availability and required approvals.