Hello @JGBIV, 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

I apologize for any inconvenience that this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that when you try to assign the “Select Recipient” role to a signer in a template, you get the error message "Account does not have permission to send to Agent recipient type”.

The Specify recipient role is not available for standard plans, as an administrator, you can modify sending settings in eSignature Settings by selecting Sending Settings. Adjust the settings as needed and save the changes, please see Define Sending Settings, you can also see the Recipient Roles available for your plan.

If the option that you are trying to disable is greyed out, you will need to contact Docusign Support and request the support agent to review the account configuration at the backend.

In regards to the template, was this created recently or is it an old template?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some 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 @JGBIV,

I hope you are doing well.

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Otherwise, 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.