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Admin Insights Group

  • 7 Topics
  • 4 Replies

Trainer Tips Live: Creating Custom Permission Profiles & Admin Permissions | Recap & Recording

Trainer Tip: How to Assign Limited Admin Access in eSignature and CLM

Are you one of the few Docusign Administrators on your account, juggling a long list of responsibilities to manage settings, capabilities, and users? Would you like to delegate specific Admin capabilities to trusted team members without granting them full Admin access? With custom Permission Profiles and Delegated Admin Permissions in eSignature and CLM, you can do just that. Assign limited access to specific Admin-level capabilities that you choose for a particular user or group of users on your account. Take a look at this week’s Trainer Tip video with Product Trainer Matt Farler to learn how to set up Delegated Admin Permissions. Additional Resources: To learn all about being an eSignature Administrator and a CLM administrator, please check out Instructor-led, Activity driven Deep Dive Courses available on Docusign University: eSignature Administration I eSignature Administration II CLM Administration Continue the Conversation How have you or your team used Delegated Permissions in your business processes? Share your story and ask any questions you have in the comments.

Amit.Sathe
Docusign Employee
Amit.SatheDocusign Employee
Welcome to the Admin Insights Group!

Hello! My name is Amit Sathe, I lead our user research team, and we would love to have you be our partners and co-creators as we build the future of the Docusign Admin experience. We’re delighted to have you join this space in the Docusign Community specifically created to listen to, learn from, and understand your needs and expectations from the Admin experience, so you can successfully implement, deploy, and use Docusign . Here’s how to make the most of your time here: Ask questions and share about your experiences as a Docusign Admin. Raise your hand to participate in ongoing conversations with Docusign’s Product and UX teams about your ongoing needs, jobs to be done, and overall requirements from Docusign Admin tools. Our user research, or product team will post topics that are relevant or of interest to you, and you can choose how often you would like to participate. In exchange for your time and participation, we’ll provide an incentive as a token of our appreciation. Attend virt

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Amit.Sathe
Docusign Employee
J
Newcomer
JNONewcomer
Documents Disappearing BEFORE they are signed

Hi there, Over the last couple of weeks, I’ve tried to send a document to members of our team, from another company, and I get the confirmation - that it’s been sent, and I check back and it’s gone. Not only is it gone, but no one has received it. But I’ve received the confirmation. I have a paid account. But it’s just weird how it’s happened for two weeks, with the same doc. Has there been an outage or anything?

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M
Community Moderator
D
Newcomer
dan.clancy.sloNewcomer
Permission profile - Restrict users from sending legal contracts

How can you set custom permissions that will restrict users from sending legal contracts? I have users I can designate as DS Senders; so they can send internal HR forms for signature; but that also gives them the rights to send any envelope (which could include legal contracts). I need to differentiate between the two.

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C
Community Moderator
Lindsay.Rothfeld
Community Admin
Lindsay.RothfeldCommunity Admin
Live Feedback Session on February 12: User and User Group Management

Don’t miss next month’s Feedback Forum session where Docusign’s Lead Product Manager, Sarah Zhou will be leading a conversation about Docusign’s user management feature roadmap and asking for your feedback! Who is this session for? If you're an IT admin or responsible for managing user access, we’d love to hear from you! What will the session cover? We’ll discuss your use of Identity Providers for SCIM user groups or how you organize users into groups in general, and whether features like user group requests are important to you. RSVP below:

170
Lindsay.Rothfeld
Community Admin
Natalie.Saaris
Docusign Employee
Natalie.SaarisDocusign Employee
New default version of Organization Administration launching this month!

In case you missed it in our Admin Release notes, we are launching a new default version of Organization Administration that will allow administrators to manage products and add-ons across accounts, self-serve create additional accounts, and enforce greater security across your claimed domain. A subset of customers will receive the default version of Docusign Admin, which includes a Docusign organization. The default version is included in your plan at no additional cost for customers who’ve purchased their account plans directly through Docusign account representatives. The qualifying customers did not previously have a Docusign organization. There will be no changes to Access Management with SSO or Organization Management. To learn more about this new version of organization, please visit our FAQs.

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Natalie.Saaris
Docusign Employee
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Docusign Employee
Ashley.GuibersonDocusign Employee
Admins, Docusign Research wants to hear from you!

Hi everyone! My name is Ashley Guiberson and I am a User Experience Researcher here at Docusign. Our team is currently conducting a research study to improve our product, and we need your valuable insights. We are looking for Docusign Admins specifically, so we’d love for you to participate! What’s Involved: Session Dates: September 10th - 12th Format: 1-hour Zoom session Focus: App Center concepts Compensation: $150 gift card or donation to your choice of charity If you’re interested in participating, please fill out this brief survey to help us understand if you’re a good fit: https://docusign.co1.qualtrics.com/jfe/form/SV_3fLEBR0PwrlthUa We’ll review your responses and reach out to you if you match the criteria for the study. Your feedback is crucial in shaping the future of our product, and we truly appreciate your time and input.Thank you for being a valued member of our community! Best,Ashley

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A
Docusign Employee
Lindsay.Rothfeld
Community Admin
Lindsay.RothfeldCommunity Admin
Docusign Feedback Session: Agreement Access and Management (space is limited!)

Join @Natalie Saaris (Docusign Lead Product Manager) and Mike Melton (Docusign Lead User Researcher) for an interactive feedback session focusing on your needs and expectations around accessing completed agreements within Docusign Navigator (you do not need to have current access to Docusign Navigator to participate in this conversation!) This is exclusively for Docusign administrators who manage accounts or organizations with 20+ users. The team is offering two different sessions to accommodate for time zone. Please RSVP as space is limited! Thursday, August 15 @ 9 AM PT / 12 PM ET Thursday, August 15 @ 3:30 PM PT / 6:30 PM ET More information about Navigator: Navigator is a new platform service in the form of a smart repository. Navigator enables organizations to centrally store, manage, and analyze all of their agreements seamlessly within Docusign. More than just document storage, Navigator is powered by Docusign AI, which identifies and stores key attributes of an agreement—effect

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Lindsay.Rothfeld
Community Admin

About this group

This group will serve as a two-way conversation between Docusign Admins and the Docusign Product and UX team. There will be several opportunities to opt into surveys and research projects that will help Docusign build a better experience for Admins (Org Admins and/or eSign Admins).

Members

Jon.Levesque
Community Admin
Amit.Sathe
Docusign Employee
B
Newcomer
mike.melton
Docusign Employee
S
Docusign Employee
JohnSantos
Valued Contributor
neethujkp
Troubleshooter
Kevin_Bohnert
Observer
D
Observer
S
Newcomer
Alexandre.Augusto
Docusign Employee
Laronda
New Voice
L.Martinez
Newcomer
L
Observer
M
New Voice
GTCindy
Newcomer
C
Newcomer
N
Observer
Brittany.Casey
Docusign Employee
J
Newcomer
P
Newcomer
J
Newcomer
M
Observer
Pawan Gangwani
Frequent Contributor
Lindsay.Rothfeld
Community Admin
Hengfeng Ge
Frequent Contributor
N
Newcomer
Tosh Harris-Hogues
Observer
L
Observer
A
Newcomer
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