Hi @Sophie de Gries
I’d suggest:
- Your admin create a new custom permission profile called something like ‘Template creator’
- When doing so, they should select the ‘Share’ permission level in the ‘Template section. This will allow you to create, use and share templates with other users.
- In your user settings, they can assign the newly created ‘Template creator’ permission profile assigned to your user profile
You can find more information here:
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=mfo1583277360424.html&_LANG=enus
Sofian Saoudi,
Solusign Consulting - DocuSign Partner
Need help with DocuSign?
www.solusign.com | sofian@solusign.com | Follow me on YouTube
@Sophie de Gries
Your administrator needs to set up a new permission profile and assign you as users to it.
It is probably best to make a copy from the “DS Sender” profile and update the “Templates” dropdown from “Use” to either “Create” or “Share”. It is best practise to select a clear name, e.g. “DS Sender with Templates”.
Those users with the new permission profile are able to create templates or create and share templates, depending on what value you selected in the dropdown.
The following DocuSign Support articles should enable your DocuSign Admin to make the changes:
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=eat1583277361347.html&_LANG=enus
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=pik1583277475390&topicId=mfo1583277360424.html&_LANG=enus
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