New Voice

Solved

Permission Profiles: Ability to edit templates - URGENT

6 replies
235 views
Translate All

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.

Michael.RaveAnswer

Docusign Employee

@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.

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Michael.Rave

Answer

Docusign Employee

@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.

Translate

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

A

AngelaB

Author

New Voice

But why Admins can do that?

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

Translate

A

AngelaB

Author

New Voice

Is Shared access configuration for Admins only?

Translate

A

AngelaB

Author

New Voice

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

Translate

R

rodolfo.napay

Docusign Employee

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!

Translate

M

marco.tanglao

Docusign Employee

Hello @AngelaB

I hope you are doing well.

If you found the 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

Translate

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.