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Question

Permission Profiles: Ability to edit templates - URGENT

  • February 18, 2025
  • 6 replies
  • 32 views

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How can someone share or make changes when they are not the owner of the envelope? I have created a similar permission as Admin, but it is not working.

 

6 replies

Michael.Rave
Docusign Employee
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  • Docusign Employee
  • 929 replies
  • February 18, 2025

@AngelaB 

The setting applies to template creation and sharing. It does not grant the user access to another user's envelopes. If you need this functionality, the feature you're looking for is called “Shared Access'” and you want to assign Manage or Edit access.

This Docusign Support article will help you with the configuration.


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  • Author
  • Newcomer
  • 6 replies
  • February 18, 2025

But why Admins can do that? 

What about transfer ownership? Can we grant this option to specific members that are not Admins?


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  • Author
  • Newcomer
  • 6 replies
  • February 18, 2025

Is Shared access configuration for Admins only?


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  • Author
  • Newcomer
  • 6 replies
  • February 18, 2025

Shared access is for envelopes access, I’m looking for templates access to edit when I’m not the owner


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  • Community Moderator
  • 162 replies
  • March 4, 2025

Hello ​@AngelaB ,

 

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

To answer your additional question, the template owner should also share their templates to you for you to be able to edit it.

Let us know if you still need assistance with this topic.

Best regards,

Rodolfo | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


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  • Community Moderator
  • 415 replies
  • March 14, 2025

Hello ​@AngelaB 

I hope you are doing well. 

If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post? 

It helps other community members who might have similar questions. Thank you!

Best regards,
Marco Paulo | Docusign Community Moderator