I'd like to change the root of a Docusign Dev account from one person to another but I don't see if and how that's possible. I could create a new account however since we have envelopes and specific settings in the account, abandoning the current account would be our option of last resort.
The terms "account" and "user" are sometimes confused.
For the user:
Log in to the developer account in question.
From upper-right menu select "Manage Profile."
You'll find the profile page where you can change the email and name.
For the account:
Log in to the developer account in question.
From the top navigation bar select "Settings."
From the left menu select "Account Profile."
Click sign up and log in to your account and then enter your name and email. If that worked and you managed to sign up that’s great. If not, please contact the company.
Related
I'm working with Woocommerce Subscriptions and I want to show the active subscriptions for each customer directly in the "My account" section, so that the client can renew them with a single click.
The default plugin shows the "Orders Nº" of each subscription, for which the client must then click on them and only then does the option to renew appear.
This is very confusing for people, they do not understand where they should click to renew the subscription.
I would like to show the active subscriptions displayed when entering to the "/my-account/subscriptions/" page, instead of customer having to click each order to be able to renew.
How can I do this? Thank you so much for your help
Once a user clicks on the email requesting they sign the document and is taken to the landing page; there is a message "Please Review & Act on These Documents".
Underneath there is a user image and next to it it says "Docusign" the "Mr" underneath it.
How do I get either this box to disappear or ideally edit it such that instead of it showing just "Mr" it shows the name of the user who has been messaged?
You can hide that green are box by modifying the signing resource file inside your branding.
For more details refer to page 28 and 29 of DS Signing Resource file
The top bold name is what you had put in the name of the user. That can be modified either when you send the envelope, if you are the sender, or if you are the signer, you need to modify it in your preference for your account (after you log in to the Developer Sandbox).
The "Mr" is the account name, which you have set for yourself when you created this account. To change it, you need to go to the admin and under account profile you can change it.
Hope that helps.
My user was migrated to another domain. I registered a wrong user name and I want to edit it again. I can only change my email but not the user name. I cannot find a way to register again.
You will have to change your organization name. You can do this from the "Organization Settings" (which is at the bottom in the left panel at the time of this writing).
At one point I created an AAD tenant & received a login of the form:
<username>#<mywebsite>.onmicrosoft.com
How do I add: <ANOTHER-user>#<mywebsite>.onmicrosoft.com using https://portal.azure.com?
Accessing your tenant:
IMPORTANT NOTE: You must be a global admin on your AAD tenant to perform these actions. If you created your tenant, you are a global admin by default.
Navigate to https://portal.azure.com & click "All services" in the ribbon on the left-hand side of your screen:
Start to type "azure active directory" into the search bar of the page that pops up. You will not need to type in the whole phrase to isolate AAD.
(Optional) Make sure the star next to Azure Active Directory is filled in to be able access AAD from the ribbon from image 1.
Click "Azure Active Directory":
In the resultant blade that pops up, click "Users" within the "Manage" section of the ribbon:
On this next blade click the "+ New user" button at the top. (Note that you cannot perform this step unless you are a global admin.):
Creating another user under your tenant:
IMPORTANT STEP: You should now be on the "User" blade, Enter the first/last name of the user you would like to add. Use the "User name" section to create the username. Here, the domain I created when I made my AAD tenant is buythingsfromus.onmicrosoft.com, and so I'm giving "Person McHuman" the username: phuman#buythingsfromus.onmicrosoft.com
Click the profile tab, and fill out the requested info, then press "Ok" at the bottom. When you're done, you should see "Configured" under the word "Profile."
(Optional) If you would like to give the user permissions to add more users, change this setting to "Global Admin." If you don't leave it as-is.
Click the checkbox to show the temporary password that has been generated for this user, and copy it to provide to them. In this example, when Person first signs in with her phuman#buythingsfromus.onmicrosoft.com address, they will need this temporary password in order to create their permanent password.
Press "Create"
Validating the user you just created:
You should be brought back to the blade from Image 6. However this time, you should see Person McHuman's name and new "USER NAME" listed here:
Give Person her new phuman#buythingsfromus.onmicrosoft.com username and temporary password (Nozo7286 in this case.) In this image, the right-hand side shows Person trying to login to https://portal.azure.com for the first time.
Ms. McHuman will need to enter her temporary password here, and then create a new permanent one. Once she presses "Sign in" she will be good to go.
I have an active BizSpark account and I want to transfer this to another person in my company. How can I do this?
I tried to transfer my account using the instructions in this Microsoft article
https://azure.microsoft.com/en-us/documentation/articles/billing-subscription-transfer/ but without success.
Update
In don't have the "Manage" option on my BizSpark account.
From the official FAQ:
https://www.microsoft.com/bizspark/faqs.aspx
"To reassign your BizSpark administrator privileges, you will first need to add a user to your BizSpark account... Once the invitation has been accepted and the new user has received their confirmation of enrollment"
See screenshot below for details:
Full text from FAQ screenshot:
To reassign your BizSpark administrator privileges, you will first
need to add a user to your BizSpark account. Please keep in mind your
BizSpark account is limited; all users count toward this limit, even
if they are later removed.
Go to the Microsoft.com/BizSpark portal and log in with the Microsoft account assigned to the current administrator.
Navigate to the My BizSpark tab
Click the Manage link at the right of the page
Click manage members tab
Add the new member (for example, John Doe)
The new member will receive an email invitation, and will have to accept the BizSpark Terms of Service and EULA to proceed.
Once the invitation has been accepted and the new user has received
their confirmation of enrollment:
Go to the Microsoft.com/BizSpark portal and log in with the Microsoft account assigned to the current administrator.
Navigate to the My BizSpark tab
Click the Manage link at the right of the page
Click manage members tab
Click Change Primary Contact, above the list of team members
Select the new administrator from the list.
If you are unable to locate the Primary Account holder or they have
left the company, please contact BizSpark support to make the
necessary changes.