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Can I add a "Limited admin" role without granting access to other employees files?

Forum|Forum|2 years ago
February 22, 2024
4 replies
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Can I add a "Limited admin" role for an employee to help manage our account, without them having access to other employees Documents and security settings? For example, I need them to create Powerforms, which is an admin function, but I don’t want this employee to be able to see their co-workers personal/employment records that were completed in DocuSign. If I can, please advise how to set this up-what permissions they need to have or not have. Thank you!

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Best answer by David.Schmitz

@SRMowers See the following DocuSign article that outlines information on a limited Administrative role based on having a specific feature/functionality. The specific line of information:

“Note: If your account includes the Advanced Administration module, you can use the delegated administration options to create permission profiles that have limited administrator capabilities.”

https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=pof1583277362435.html&_LANG=enus

The following link gives a more in-depth detailed breakdown of the permission capabilities for limited admin delegation.

https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=bxg1658437206892.html&_LANG=enus

D

David.Schmitz

Answer

Hero

@SRMowers See the following DocuSign article that outlines information on a limited Administrative role based on having a specific feature/functionality. The specific line of information:

“Note: If your account includes the Advanced Administration module, you can use the delegated administration options to create permission profiles that have limited administrator capabilities.”

https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=pof1583277362435.html&_LANG=enus

The following link gives a more in-depth detailed breakdown of the permission capabilities for limited admin delegation.

https://support.docusign.com/s/document-item?bundleId=pik1583277475390&topicId=bxg1658437206892.html&_LANG=enus

S

SRMowers

Author

New Voice

Thank you @David.Schmitz! I will check that out!

A

Alejandro.Ramos

Docusign Employee

Hi @SRMowers,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

Best regards,

Alejandro R. | DocuSign Community Moderator

Justin Jiang

Established Contributor

Delegated permissions might also work

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