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Org admin setting up delegation for users

Forum|Forum|2 years ago
August 5, 2024
6 replies
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Does the org admin have the ability to set up signing delegation for users of their account? Or, is this only possible for the signer to log in and complete the steps?

Best answer by Alejandro.Ramos

Hi @Nahal,

Welcome to the Docusign Community!

We are glad to have you here and can't wait to help share as much knowledge as possible.

I understand that you are looking to manage your users Delegate Signing setup, and I will share more details on the topic. It is required for the user to add their delegates manually in their user’s preferences, as described here:

Add a Delegate To Sign on Your Behalf

Feel free to let us know if you need further assistance with this.

Thank you for using Docusign, we hope you have a wonderful rest of your day!

Best regards,

Alejandro R. | Docusign Community Moderator

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

A

Alejandro.Ramos

Answer

Docusign Employee

Hi @Nahal,

Welcome to the Docusign Community!

We are glad to have you here and can't wait to help share as much knowledge as possible.

I understand that you are looking to manage your users Delegate Signing setup, and I will share more details on the topic. It is required for the user to add their delegates manually in their user’s preferences, as described here:

Add a Delegate To Sign on Your Behalf

Feel free to let us know if you need further assistance with this.

Thank you for using Docusign, we hope you have a wonderful rest of your day!

Best regards,

Alejandro R. | Docusign Community Moderator

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

A

Alejandro.Ramos

Docusign Employee

Hi @Nahal,

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

"Select as Best" below if you find the answer a valid solution to your issue!

K

kjjlivings

Newcomer

What happens if the employee is incapacitated for a period of time and can’t log on to set up the delegation? Is there really no other option? Would Docusign Support be able to do something to help up set up the delegation?

A

Alejandro.Ramos

Docusign Employee

Hi @kjjlivings,

Thank you for following up.

Only the user in question will be able to set up delegation to their signature. An account administrator can share access to the user’s Agreements tab as an alternative but it will only allow you to manage the user’s envelope, not sign them. This can be set up in Settings>Users>Actions>Manage Shared Access. For detailed steps on this process, see:

Share Access with Other Users

Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

K

kjjlivings

Newcomer

Has an idea been submitted to change that because on most platforms these days, an Admin would be able to do this.

A

Alejandro.Ramos

Docusign Employee

Hi @kjjlivings,

Thank you for reaching back.

Feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a Docusign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.

As always, don't hesitate to let me know if I can help with anything else in the meantime and I will lend a hand as soon as possible.

Best regards,

Alejandro R. | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue!

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