In which scenario does a user need to complete activation steps?

The need for a user to complete activation steps is primarily associated with when they are added as an account user. This process typically involves the user receiving an activation email, which they'll need to follow to set up their account, create or verify their password, and complete their profile before gaining access to the DocuSign platform. Activation ensures that users have the appropriate permissions and settings configured before they begin using the system, helping to maintain security and streamline onboarding.

Receiving a bulk email or being sent a document to sign does not require activation steps; these scenarios involve existing users who already have accounts. Being promoted to administrator is also not an instance requiring activation steps since the user is already an account holder and is merely being granted additional permissions.