Some options in Shared Access option not available

Hi ​@TKAP—thanks for reaching out!

Let’s walk through a few things that might help clear this up:

• Make sure you’re signed in the correct account.

• Take a look at the user’s permission profile. Anyone in DS Viewer or using a custom permission profile without permission to send envelopes will see the “Allow to Edit on Behalf Of”  and “Allow to Send on Behalf Of” options greyed out when you try to share access with them. This is expected as they don’t have permission to send, correct, void, or resend. If the user does have Send permissions but the issue still persists, you can try performing a BTS as the next troubleshooting step 👉 Basic troubleshooting steps for common Docusign issues

• Most plans include Allow to Manage, but the options “Allow to Edit on Behalf Of” and “Allow to Send on Behalf Of” are only available on certain DocuSign plans. To double‑check whether your plan includes these features or to have the necessary backend settings enabled, please reach out to DocuSign Customer Support 👉 How do I contact Docusign Customer Support?

Hope this helps! If the suggestions above don’t quite match what you’re experiencing, feel free to share more details or send a screenshot of what you’re seeing (with any personal or sensitive info covered).

Here if you need us!

Sincerely,

Melanie | Docusign Community Moderator
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