Shared Access Issue

Question

In Docusign, we had created a user “Contracts Team”.  We then set it up so that each member of the team could toggle from themselves as a user to the “Contracts Team” as user.  That way, multiple members of the team could send envelopes as user “Contracts Team”.  It works well.  Unfortunately, starting today, when I toggle to “Contracts Team” and assemble an envelope, I am not able to save edits to Document Visibility.  I’m not able to save and close any envelopes.  I understand that Docusign migrated from sharing envelopes to shared access.  But we had set up the access already so team members could toggle between their profile and the Facilities Contracts profile. I’m not sure how to resolve the issue.  Any suggestions?  Thanks.

Ma.Cubio · Answer

Hello ​@Anne MThank 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.If you can switch to “Contracts Team” but can’t save or close envelopes, it’s usually due to missing permissions in Shared Access (you’ll need Edit and Manage access).I’d recommend having an admin double-check or reapply the Shared Access settings.Shared Access to EnvelopesIf 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 ModeratorIf this helped, feel free to Like👍and click "Best Answer"

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