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Does adding permission “DS Template” automatically give users the option to Share Templates.  I ask because I don’t have this option:

 Select the level of access for the user.

  1. Select User Permissions.
  2. At the Template dropdown, select Create or Share.

Hello @Ashley Bischoff,

Thank you for reaching out to the Docusign Community.

These are the options to set the user’s template usage and management rights.

    • None: This user cannot use, create or share templates.
    • Use: This user can use templates created and shared by other users, but the user cannot create or share templates.
    • Create: This user can create and use templates, but the user cannot share templates.
    • Share: This user can use, create and share templates.

Are you an Account Admin? Is the  “DS Template” that you are referring to a custom permission profile? Can you provide a screenshot?

Permission Profile Options

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

Let us know if you need further assistance.

 

Best regards,

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.


Hi @Ashley Bischoff,

I hope you are doing well.

I want to confirm if you need further assistance, 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.


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