...
- Click New in the DocuSign Users action bar. This brings up the screen below:
- Look up the user by typing their login or name into the Login or Full Name fields, respectively. You can also use the magnifying icon to look users up.
- Once you've located the user, fill in the remaining fields:
- Authenticate: by default, the "With username" option is selected but it can be changed to another user. If JWT is selected, the rest of the options in this list no longer appear.
- DocuSign User Name (Email): visible if "With username" is selected. It must match the email address input in the user's existing DocuSign account.
- DocuSign Password: visible if "With username" is selected. It must match the password input in the user's existing DocuSign account and be manually filled in.
- As DocuSign User: visible if "As another user" is selected. Use the lookup tool to locate all the users with DocuSign access
Click Grant Access to DocuSign to finish adding the DocuSign user.
...