New Voice

Solved

How can I give acces to "Create a template" to a user (I am an admin)

Forum|Forum|2 years ago
July 10, 2024
3 replies
2396 views

Hi,

I cannot seem to find how to grant access to “Create a template” to other users. How do I enable this option?

I am the admin for the account.

Best,

Mathieu

Best answer by Vinicius.Rodrigues

Hi @Mathieu - Paralegal !

If you’d like to provide a DS Sender profile a permission to create/share templates, you must:

Copy the DS Sender profile:
Change the Templates permission to Create or Share:
After that, you must edit your users with this new permission profile (Users > choose the user > Actions > Edit > Permission Profile).

Vinicius.Rodrigues

Answer

Docusign Employee

Hi @Mathieu - Paralegal !

If you’d like to provide a DS Sender profile a permission to create/share templates, you must:

Copy the DS Sender profile:
Change the Templates permission to Create or Share:
After that, you must edit your users with this new permission profile (Users > choose the user > Actions > Edit > Permission Profile).

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

M

Mathieu - Paralegal

Author

New Voice

Thank you for your help and quick response!

Problem solved.

Best,

Mathieu

K

KDB_SON

Newcomer

Hello,

I would like to give only *one* user access to create templates, I have 53 users. There is no option to copy the DS Sender for one user, can you tell me how to do that so that I can enable the Create Template option?

Thanks.

KDB

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.