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Trainer Tips Live
Thu, Dec 12, 7:30 PM - 8:00 PM (UTC)

Custom Permission Profiles and Delegated Admin Permissions in eSignature and CLM

About this event

About Trainer Tips Live: 
These sessions take a deeper dive into tips posted in the Docusign Community’s Tips From Docusign section, giving you the chance to implement them alongside an expert and get your questions answered in real time. 

Are you a busy Docusign administrator juggling a long list of settings, capabilities, and users to manage? Wouldn't it be helpful to delegate specific admin responsibilities to trusted team members—without giving them full admin access?

A few weeks ago, we posted a tip on how to solve this problem and now we’re doing a deeper dive during this live session. 

What will the session cover? 

We’ll show you how to set up custom permission profiles and delegated admin permissions in eSignature and CLM so you can:

  • Empower team members by assigning them specific admin-level capabilities tailored to their roles.

  • Maintain control by granting only the access they need—no more, no less.

  • Streamline account management by reducing your workload while improving collaboration.

During the 30 minute event, you’ll be guided through how to do this and get to ask questions to our experts.  

What’s Next After the Session?

Afterwards, attendees will receive:

  • A follow-up email packed with additional resources.

  • Personalized course recommendations from Docusign University to deepen your knowledge.

  • An invitation to join the next session in our series

If you can’t join live, don’t worry—a recording will be available in the Community’s On Demand section.

Event details
Online event
Thu, Dec 12, 7:30 PM - 8:00 PM (UTC)