The DocuSign integration between Command and our KW Corporate DocuSign platform utilizes a special series of accounts called Market Center Service accounts. These are created automatically for any Market Center, and perform a wide variety of operations in the background so that our platform runs smoothly. These accounts are set up with the KLRW email address for each Market Center and are managed by the MCA. These accounts are auto added to all rooms created at their office.
Using these accounts, MCAs are also able to grant other members of Office Leadership the Market Center Administrator Company Role in DocuSign, which will cause them to also be automatically added to rooms at the office.
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KW Support generally does not recommend giving the Market Center Administrator Company Role to anyone in DocuSign, and instead just use the Market Center Service account if access is needed. Assigning that role to personal accounts can cause issues in the long run, especially if there are changes in office leadership as the role is not automatically removed.
Additionally, there are a few nuances to take into account:
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Removing The Market Center Administrator Role in DocuSign
If the Market Center Administrator Role has accidentally been applied to someone that should not have it, or if someone has left their leadership position and no longer qualifies for it you can follow this process to update their DocuSign permissions back to Agent Owner.
Access the Market Center DocuSign Account
1. Log in to http://agent.kw.com with your Keller Williams login credentials.
2. Click your name, at the top right of the page, and choose Settings from the drop-down.
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3. On the left side of the screen, click CommandMC Settings, then select DocuSign Settings from the drop-down.
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4. Select your Market Center using the drop-down provided, then click the Connect Market Center button.
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5. Log into DocuSign with your Market Center admin account login credentials.
- The email address for this Market Center admin account should be your klrwxxx@kw.com email address. This is the organizational email account provided to every Market Center, that is not tied to any one person, but the Market Center in general.
Set an Agent back to Agent Owner in DocuSign
1. Once you are in the Market Center admin Rooms account, click Settings, at the top right of the page.
2. Find and click on the agent, in the list.
3. Click Role Information, on the left side of the page.
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4. Click in the Company Role drop-down and select Agent Owner.
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5. Click Save, at the bottom of the page.
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Once saved, this will instantly convert their DocuSign Rooms account to a normal agent role. They will no longer be automatically added to rooms at the office. This will not remove them from rooms that they were already added to.