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Docusign: delegated Admin permissions in eSignature

  • October 27, 2025
  • 4 replies
  • 27 views
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New Voice
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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

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

4 replies

JohnSantos
Guru
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  • JohnSantosGuru
  • Guru
  • October 27, 2025

​@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.
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F
New Voice
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  • FlorenceNew Voice
  • Author
  • New Voice
  • October 28, 2025

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
Guru
Forum|alt.badge.img+19
  • JohnSantosGuru
  • Guru
  • Answer
  • October 28, 2025
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
New Voice
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  • FlorenceNew Voice
  • Author
  • New Voice
  • October 28, 2025

Dear John,

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

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