+2Hi,
Can someone please help me change the setting in shared access for my team to be able to send on behalf of each other. I do have the admin access, but when I go through the steps to allow the permission, everyone is greyed out and you are unable to select.
Please let me know if you have any questions.
Thank you,
Kaila
Best answer by Ma.Cubio
Hello
To set your expectation, the send on behalf option is greyed out if the user for shared access is just a Docusign viewer. But if those users on your list are not DS viewers and you do not see the option, this may be due to a backend setting that has not been activated, or potentially related to your subscription plan. A support agent can assist in determining whether this is the case or is indeed supported under your plan, so it would be advisable to create a support case for clarification.
If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
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Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
May you check if “Allow to edit shared access permissions and setup” under Shared access is enabled in your admin settings? Also, may you send a screenshot showing that the options are greyed out?
Sincerely,
Ma. Cassandra | Docusign Community Moderator
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+2Hi,
Yes i do have edit access.
***image removed***
This is what’s greyed out when I try to allow others to send on behalf of each other, not able to select anyone:
I am basically trying to allow each person on my team to be able to send on behalf of anyone on the team.
Hello
To set your expectation, the send on behalf option is greyed out if the user for shared access is just a Docusign viewer. But if those users on your list are not DS viewers and you do not see the option, this may be due to a backend setting that has not been activated, or potentially related to your subscription plan. A support agent can assist in determining whether this is the case or is indeed supported under your plan, so it would be advisable to create a support case for clarification.
If you found the response to be a useful solution to your question, please “like” and mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Thank you!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
Hello
How are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.
If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!
Sincerely,
Ma. Cassandra | Docusign Community Moderator
If this helped, feel free to Like👍and click "Best Answer"
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