Restrict users to sending from Shared Access only

Forum|Forum|1 year ago
March 12, 2025
1 reply
127 views

Hi,

One of our teams wishes to ensure that users with permission to send on behalf of a Shared Access account always send on behalf of that account rather than sending as their personal accounts.

The users do not need to send personal envelopes.
Is there anyway to restrict their access so that they can ONLY send on behalf of the Shared Access account, or is there a way to default to the Shared Access account when they login?

Thanks

Best answer by JohnSantos

@simon_treen

Your best option is to use Custody Transfer. “Custody Transfer” (sometimes called “envelope transfer”) typically allows administrators or designated users/groups to access and manage envelopes owned by another user (or account). If you want these users to both see envelopes and send on behalf of a Shared Account, you can leverage the Custody Transfer functionality.

JohnSantos

Answer

Guru

@simon_treen

Your best option is to use Custody Transfer. “Custody Transfer” (sometimes called “envelope transfer”) typically allows administrators or designated users/groups to access and manage envelopes owned by another user (or account). If you want these users to both see envelopes and send on behalf of a Shared Account, you can leverage the Custody Transfer functionality.

Welcome to the DocuSign Community! Your feedback is highly valued. If you find my response helpful, please give it a "Like" and consider marking it as the "Best Answer" to assist others with similar issues.

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.