Account Set up and Administration

DocuSign MOU and Training, Instructions for Access

DocuSign MOU and Required Training Instruction for Access How do I get a DocuSign account for my Department? For a Department to gain access to a DocuSign account, a completed Memorandum of Understanding (MOU), signed by all Account Administrators and the Data Proprietor, is required. Depending on how long you take to complete the training, we recommend budgeting approximately 1 - 2 weeks from the time the MOU is initiated until your DocuSign Production accounts are active and ready to use. ...

All about using SPA accounts in DocuSign

SPA accounts can have DocuSign accounts! This is a great way to use a single DocuSign account for multiple people to manage a business process. We recommend it. Set up and Configure the SPA email to have access by a select group of Users who require the information that the SPA account will collect. A SPA account with more than 5 users is not recommended for this purpose. If you need, you could create a new SPA just for the purposes of using your process in DocuSign. Give your SPA a name like...

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/. Users should not use any other email besides an @berkeley.edu address for their DocuSign account.

As the User is logging in, CalNet will sync with DocuSign and add the User ID into DocuSign carrying with it a "Federated ID" field. This is critical to making sure the DocuSign account created is for the correct individual.

If...

Department Administrator Support

Accounts and Group Management Who is a Department Admin and what do they do? DocuSign Department Account Administrators (Department Admins) will be responsible for provisioning their Department’s users and permission profiles (roles), provide DocuSign training, and offer ongoing support to all their Departmental users. This is an active role. The DocuSign Department Account Administrator is NOT an executive role, it is a task-based administrative role that executes the work of account management. Executive management of DocuSign happens at the Organizational level in bIT...

Lived Name GRLN

FAQ for Signers & Users What is the Gender Recognition and Lived Name (GRLN) policy, Often referred to as Lived Name?

Please see the GRLN website for a holistic overview of the Gender Recognition and Lived Name Policy

How does DocuSign know my name?

Accounts in DocuSign “pull in” data from CalNet that are tied to your email address to reflect that name from [LDAP] the...

Who is a Departmental Administrator (Admin) and what do they do?

DocuSign Department Account Administrators (Department Admins) will be responsible for provisioning their Department’s users and permission profiles (roles), provide DocuSign training, and offer ongoing support to all their Departmental users. This is an active role. The DocuSign Department Account Administrator is NOT an executive role, it is a task-based administrative role that executes the work of account management. Executive management of DocuSign happens at the Organizational level in bIT Productivity and Collaboration DocuSign Department Account Administrators (Department Admins)...

What is a Departmental Data Proprietor and what do they do?

A Data Proprietor is a person in your L4 Department who also has a DocuSign User account. They could be an Administrator but they don't have to be. Their role is to advise anyone using your DocuSign departmental account about HOW to collect, store, and save or purge data. They advise on aspects of collecting any data but especially P3 and P4 data(link is external). They advise on...

How are User accounts moved between Departments?

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...

Which roles in DocuSign have access to which functionalities?

DocuSign Roles for Users

include DS Viewer, Sender, Bulk sender, Power User and DS Admin. Berkeley also has custsom roles like Template Manager, Powerform Manager, and Powerform Administrator. In addition, Departments can add their own custom roles, but are not required to.

Here's a chart that refers to some of the existing roles in DocuSign, but does not include Berkeley's custom roles.

How can Account Administrators change user permissions (roles) for more functionality in DocuSign?

An account Administrator will log into DocuSign. In DocuSign, navigate to Settings, click Users. Locate the user whose permission profile (role) you want to edit. In the ACTION drop down on the right for the selected user, select Edit. Choose the Permission Profile from the drop down menu and click Save.