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DELEGATE PERMISSSIONS

  • 14 May 2024
  • 2 replies
  • 35 views

How can I delegate someone to be able to access my documents when I am out of the office?

It says I need an admin but we do not have one set up?

Hello, @Donsky 

 

You are welcome to the Docusign Community!

 

Every Docusign eSignature account has at least one Admin user, you need to verify with your IT team who is such user. You or someone in your company after signed a contract with Docusign has received an email with Activation account subject and in the body of the email there is a button: Activate.


An Admin user can set the Shared Access option. That permits to share envelopes’ user with another user(s).

 

See details here:

https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=imk1656607611659.html&_LANG=enus

 

Some features are available only in some Account Plans. 

https://ecom.docusign.com/en-CA/plans-and-pricing/esignature

 

I hope that helps!

 

Best,

Alexandre


Hello @Donsky ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


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