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New Voice
April 17, 2024
Solved

Users with Restricted Access

  • April 17, 2024
  • 2 replies
  • 222 views

Hi all, I work for a production company and we use Docusign for contracts and other confidential documents.  The Production Coordinator of one of our shows (freelance, so not a permanent employee of the company) has asked if she can use our account.  We have a spare seat so we could add her easily, but I’m concerned that this would allow others to access all the documents in our library.  Does anyone know if it is possible to add a user to an account, setting it up so that that user will see only their own documents etc Many thanks, John

Best answer by Alexandre.Augusto

Hello, @John Clerkenwell 

 

Welcome to the Docusign Community!

 

An user created with the Permission Profile: DS Sender, only can manage their own envelopes, they cannot see others envelopes in the account.

 

To an user see/interact with other users’ envelopes is necessary an Admin grant such permission (Shared Access option in the Settings page), otherwise a DS User is restricted to their own envelopes.

 

I hope that helps!

Alexandre

2 replies

Alexandre.Augusto
Docusign Employee
Docusign Employee
April 17, 2024

Hello, @John Clerkenwell 

 

Welcome to the Docusign Community!

 

An user created with the Permission Profile: DS Sender, only can manage their own envelopes, they cannot see others envelopes in the account.

 

To an user see/interact with other users’ envelopes is necessary an Admin grant such permission (Shared Access option in the Settings page), otherwise a DS User is restricted to their own envelopes.

 

I hope that helps!

Alexandre

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New Voice
April 18, 2024

Hi Alexandre

This is very helpful and great to hear, thank you very much!

John :-)