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Is there a way to share access with a Group?

  • 21 March 2024
  • 2 replies
  • 73 views

Is there a way to do share access to a Group instead of individuals?  Trying to get everyone in a group to see the entire groups documents.  

2 replies

K
Rank
Userlevel 1
Badge +2

Hi JCloudEra - In CLM, you can share folder security to a group of users which will allow all users of the group to see content within the folder.

  • First, ensure the group is created and the users are added to the group via DocuSign Admin.
  • Then, from the folder in CLM, select to ‘Manage Security’.
  • From there, you can add the Group to the folder security grid with the appropriate permission level (View, View & Create, View & Edit, etc). 

You can also adjust CLM folder security at the permission profile or individual user level. 

Hope this is helpful!
Kelly

Kelly Gatling | Principal Product Trainer | Docusign University
Justin Jiang
Rank
Userlevel 3
Badge +9

Building what Kelly said, it is best practice to make multiple groups, and then assign each user a group when they get added to the system.

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