Is it possible to create a role with capability to run account level reporting without being an admin ?.

Forum|Forum|6 years ago
September 9, 2019
4 replies
89 views

We want a user to run account level reporting but do not want them to be admins. Is it possible to create a role with capability to run account level reporting without being an account admin. If possible what specific role permission will control this ?.

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Best answer by Community Expert

Hi - That permission is possible using Delegated Admin and the "Reporting" role permission. Check out the following resources to help you get it set up:

#Resources

C

Community Member

Legacy User

It looks like this is possible....although I have not tested it. When you add a new permission set, you can choose both admin permissions and user permissions so you could select only the reporting option under the admin permissions and then the same user permissions as the user has now.

C

Community Expert

Answer

Docusign Employee

Hi - That permission is possible using Delegated Admin and the "Reporting" role permission. Check out the following resources to help you get it set up:

#Resources

C

Community Member

Legacy User

Thank you for taking time to answer my question.

As of now I see our account doesn't show this feature. I cannot see delegate admin feature or create new permission sets for it. I will ask our DocuSign account managers to have a look. I think we have full enterprise account so wonder why this feature is not available to us. I do not see it in both our demo and prod accounts.

C

Community Member

Legacy User

Yes, your Account Manager will be able to have it enabled for you. Glad we could help.

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