How do Account Administrators add a User?

The Account Administrator should ask the New User to log into DocuSign, in Production, using their @berkeley.edu address at this link: DocuSign:  https://docusign.berkeley.edu/. At this point, CalNet will authenticate the user's Primary email as seen in UCPath. 

Administrators and all Users should only send and receive envelopes to Primary email addresses while using DocuSign, so that User accounts are correctly identified as an @berkeley.edu address.

If the Account administrator is sure the New User is in the same L4 department as the DocuSign account, (i.e BSHUM, AACHN, VRIST) they can proceed to the next step. If the Administrator is not sure the User is in the same home L4 as the DocuSign account, please look up the New User by email address in CalGroups.: https://calgroups.berkeley.edu. (Scroll down to see the folder for "L4" and be sure the L4 code matches your account.) Only add users to your DocuSign departmental account if their L4 matches the L4 account you manage.

The Admin can now Add their New User.  Log into your DocuSign account. Go to Settings > choose Users > choose Add User, enter the User's @berkeley.edu email and choose an appropriate permission profile (role) for them. This updateties the New User to their home L4 departmental account and the Admin can update the New Users role to Template Manager or Powerform Manager or any role that best suits the users needs