Skip to main content

Hi everyone! 

We want to create templates but we don't have a administrator role. I believe we then can still create templates but we need to have specific permissions. How can our administrator change our permissions so that we can create and change our own templates? 

Looking forward hearing from you! 

Kind regards,

Sophie 

Hi @Sophie de Gries 

I’d suggest:

  1. Your admin create a new custom permission profile called something like ‘Template creator’ 
  2. 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.
  3. 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

Hi @Sophie de Gries,

 

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 or if the information that was 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, feel free to 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.

Reply


Code of Conduct