DocuSign User accounts are placed within their home L4 Department(PDF file)(link is external) DocuSign account.
If the User moves to another UC Department, the former and future Department Administrators must make some changes.
Envelopes and templates/PowerForms
The employee changing departments should first consult with the Department Admin in their original department about what Templates or completed Envelopes they are allowed to take with them. Once a defined scope of work is approved, send a request to esignatures-support@berkeley.edu(link sends e-mail) requesting that the DocuSign team uses the “Custody Transfer” feature to transfer Envelopes & Templates to the user’s new department. While PowerForm data can be downloaded from the old account, and uploaded into the new account, the user must re-create Powerform url (link) in the new account. Templates can be downloaded, saved (unopened) and re-uploaded into the new account. Do not open Template downloads before uploading in your new account.
Closing the Old Account
The Department Account Administrator for the former account should close the user account. See this video here to close a user account(link is external).
Accessing and Using the New Account
When the user who has moved departments logs into DocuSign again, upon logging into DocuSign, they will automatically be provisioned an account in their new department, and assume the role of "DS Viewer" in their new department account. To update the users permission profile (role) the User should request that the Department Admin in the new department update their permission profile to a role that suits the Department needs. See this video here to update a user permission profile(link is external).