Docusign: delegated Admin permissions in eSignature

Forum|Forum|10 months ago
October 27, 2025
4 replies
106 views

Hello, I'm looking for a Best Practices Guide to be abble to delegate specific admin responsabilities to trusted team members- without granting full admin access...Does a corporate template exist and show the signature wokflows? Thanks

Best answer by JohnSantos

Task/ Permission Profile	Account Admin	Group Admin	Template Creator	Sender	Integration Admin	Reporting Analyst
User provisioning	A/R	R	I	I	I	I
Manage Permission Profiles	A/R	C	I	I	I	I
Create / Edit Templates	C	A	R	I	I	I
Share Templates to Groups	C	A/R	R	I	I	I
Send Envelopes	I	I	C	R	I	I
Manage Send on Behalf Of	A/R	R	I	I	I	I
Run Reports	I	C	I	I	I	R
Manage Connect / Webhooks	A	I	I	I	R	I
Manage Branding	A	I	R	I	I	I
Audit / Compliance Reviews	A	C	I	I	I	R
Retention / Purge Policy	A/R	I	I	I	I	C

JohnSantos

Guru

@Florence

Best practice is to delegate through custom Permission Profiles and Groups instead of full admin access. Define limited roles (like Template Creator, Group Admin, Reporting Analyst, etc.), use least-privilege principles, and document signature workflows and responsibilities with a short RACI matrix.

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.

F

Florence

Author

New Voice

Dear John,

Thanks for your reply.

You have mentionned to list responsibilities with a short RACI matrix...is it possible to share a template of this matrix?

Thanks

JohnSantos

Answer

Guru

Task/ Permission Profile	Account Admin	Group Admin	Template Creator	Sender	Integration Admin	Reporting Analyst
User provisioning	A/R	R	I	I	I	I
Manage Permission Profiles	A/R	C	I	I	I	I
Create / Edit Templates	C	A	R	I	I	I
Share Templates to Groups	C	A/R	R	I	I	I
Send Envelopes	I	I	C	R	I	I
Manage Send on Behalf Of	A/R	R	I	I	I	I
Run Reports	I	C	I	I	I	R
Manage Connect / Webhooks	A	I	I	I	R	I
Manage Branding	A	I	R	I	I	I
Audit / Compliance Reviews	A	C	I	I	I	R
Retention / Purge Policy	A/R	I	I	I	I	C

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.

F

Florence

Author

New Voice

Dear John,

Amazing...thanks a lot it’s exactly what I need! 😉

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