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New Voice
June 7, 2024
Solved

Assign Powerform to another user

  • June 7, 2024
  • 3 replies
  • 340 views

We are trying to move away from people logging into shared accounts.  

We have powerforms set up under a shared account mailbox so that all responses go to that mailbox instead of an individual user.  But to manage the powerforms and any envelopes initiated from the powerform, we have to log into that account using a shared password. 

Is there a way around this?  Like, designating a user to be able to manage the powerforms and envelopes under another user account?

Best answer by JohnSantos

@MNicolay - You can actually change the sender of the PowerForm and have the “Administrator” of the envelope and PowerForm be a dedicated user so you don’t have to share account.

 

3 replies

JohnSantos
Guru
Guru
June 7, 2024

@MNicolay - You can actually change the sender of the PowerForm and have the “Administrator” of the envelope and PowerForm be a dedicated user so you don’t have to share account.

 

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MNicolayNew VoiceAuthor
New Voice
June 7, 2024

Fantastic.  Thank you, John. 

Docusign Employee
June 24, 2024

Hi @MNicolay,

 

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!