Are you a busy Docusign administrator managing a wide range of settings, users, and capabilities? Imagine being able to delegate specific admin responsibilities to trusted team members—without granting full admin access.

In this Trainer Tips Live session, Docusign’s Principal Technical Product Trainer, Matthew Farler, shares expert advice on creating custom permission profiles and delegated admins in both eSignature and CLM. Building on his popular Tips From Docusign post, Matthew dives deep into practical strategies for optimizing user management.

✍️ Key takeaways:

Custom permission profiles in eSignature:

• Tailor access with roles like "Template Creator" or "Signing Groups Admin."

• Simplify setup by copying and customizing existing profiles.

Delegated admin permissions in eSignature:

• Delegate admin tasks without granting full account access.

• Enhance collaboration and security with role-based permissions.

Custom permission profiles in CLM:

• Configure roles for contract management, approvals, and more.

• Streamline workflows by aligning permissions with user needs.

Best practices:

• Audit roles regularly to ensure compliance.

• Use shared access cautiously to protect sensitive data.

• Test and refine permissions for maximum efficiency.

Watch the recording to learn how these strategies can save time, improve security, and simplify admin management in Docusign.

If you have questions about what was covered, drop them in the comments and we’ll get back to you!