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Hey all, I have created a flow that is supposed to update the respective envelope status in a SharePoint list and add the signed document to the line at the end. Unfortunately, the trigger does not work because I do not seem to have the necessary permissions. Can you tell me exactly what admin permissions need to be set so that I can use the trigger?

thanks in advance

Best, Jana

Hello ​@Jana S23,

Thank you for reaching out, and a warm welcome to the Docusign Community!

I understand you're encountering permission issues with the Docusign trigger flow. We're sorry for the inconvenience this has caused, and rest assured, the Community is here to help you.

First, you need to be an Account Administrator. Only Admins can create Connect configurations. Therefore, please get in touch with your account administrator to update your permission profile. How do I add or update an administrator to my Docusign account?

Let us know if we can help you with anything else. Thank you!

 

Melanie | Docusign Community Moderator
If this helped, feel free to mark it as "Best Answer" so others can find it too!


Hello ​@Jana S23,

I trust all is well. I'm following up on my previous response. Could you please confirm whether it addressed your question? If it did, can you please mark it as Best Answer " to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

 

Sincerely,

Melanie | Docusign Community Moderator
Helpful? Mark it as "Best Answer" to help others too!


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