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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

​@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.

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

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

Dear John,

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

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