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I am in the midst of creating user accounts. In the Permission Profile, may I know what is DS Admin, DS Viewer & DS Sender? Which should I select?

  • 21 July 2020
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I am in the midst of creating user accounts. In the Permission Profile, may I know what is DS Admin, DS Viewer & DS Sender? Which should I select?

Hi

So briefly.

DS Admin - Full access to Settings to add/remove/update users and all the settings.

DS Sender - Access to Send documents to be signed no access to Admin Settings

DS Viewer - Limited account to log in and view documents with signing functions (no sending)

There are lots of settings/permissions that can be added changed removed depending on how you want it to be configured.

Hope this helps

Regards

Robert

Need help and assistance with DocuSign feel free to contact me

help@template4u.com

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Thank you for the clarification. But isn’t everyone a default viewer ? If I’m sending an envelope to a person to sign it, they don’t require to have an account with docusign ?

 

Can someone explain the benefits or a case where it would be preferable of adding a user and give them a viewer permission  ?

 

Thank you,


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