Multiple Users and Visibility

Forum|Forum|1 year ago
September 4, 2024
3 replies
1097 views

Is there a way to have two users in one company docusign account but each user can only access the envelopes/documents that they create/route for signature? I hope my question makes sense. HR currently holds our account for out company but our Marketing team would like to use the docusign account as well. However, we do not want to provide our Marketing team to gain visibility to offer letter details and other HR documents we use docusign for. Please advise. Thanks!

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D

David.Schmitz

Hero

@ASchneider Each User is separated from other Users within the DocuSign account and the only way for other Users to see other envelopes is either to be a DocuSign Admin, have Shared Envelope access (which needs to be setup by an Admin) or to receive the envelope as a Recipient. As long as the HR team and Marketing team have separate User logins per individual then the “Sent” envelopes are inaccessible to anyone with the exceptions I presented earlier.

A

ASchneider

Author

Newcomer

Thank you!

N

nathaly.monge

Docusign Employee

Hello @ASchneider ,

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