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Users & security levels

  • December 9, 2024
  • 4 replies
  • 53 views

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I have an account where I have been the only user for some time. I want to add a user but do not want that user to have access to or see any past documents that are in my library.  How do I set that person up so they can start their own area?

4 replies

Hengfeng Ge
Rising Star
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  • Rising Star
  • 514 replies
  • December 9, 2024

you can add the user with send profile, it only can view the envelope which send or receive by self.

 

FreeLink/甫连信息

🌍 DocuSign Partner | Partner Profile

🏆 DocuSign 2024 APAC Reseller Growth Partner of the Year

🌟 The only DocuSign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

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  • Author
  • Newcomer
  • 1 reply
  • December 12, 2024

Thank you!


Hengfeng Ge
Rising Star
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  • Rising Star
  • 514 replies
  • December 12, 2024

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

 

FreeLink/甫连信息

🌍 Docusign Partner | Partner Profile

🏆 Docusign 2024 APAC Reseller Growth Partner of the Year

🌟 The only Docusign Partner globally certified as both a Certified eSignature Administrator and eSignature Technical Consultant.

📊 Docusign Community Leaderboard Top 5 contributor.

🚀 Expertise in Docusign integrations with on-premises systems for leading enterprises across various industries.


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Hi ​@Dave B,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful. If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

Christopher | Docusign Community Moderator

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