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


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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!

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

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  • Valued Contributor
  • 557 replies
  • Answer
  • February 22, 2024

@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


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  • Author
  • Newcomer
  • 2 replies
  • February 23, 2024

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


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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
Digital Collaborator
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  • Digital Collaborator
  • 205 replies
  • April 25, 2024

Delegated permissions might also work