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It would be helpful to have predefined groups, i.e. Managers, that are automatically added to envelope sharing for team members.
Currently the system blocks this until the user signs in for the first time, then we have to go back and retrospectively apply the permissions which are always to allow that team members manager to access their envelopes.
Idea Submitted
Assigning sharing permissions based on groups
- Conversation Starter
- Newcomer
I have the same problem, as a new client I have imported my bulk users, setup the permissions and now want each group member to have access to their teams envelopes. This requires me to go into each team members user profile as admin and setup Shared Access for each user, for each team member. Came accross from VirtualSignature and this was a deafult setting.
It would be alot simpler/easier if I could grant a team member group access to envelopes. ie any envelope created by a group member is visible for all in the group by default.
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