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How to set up Team lead in Docusign Rooms so they have access to their team members rooms?

Forum|Forum|1 year ago
February 10, 2025
5 replies
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How to set up a team lead in DocuSign Rooms so they have access to their team members rooms? What needs to be included in a team lead role & permission & how do you link the team members to that role? Step-by-step instructions would be helpful.

Rooms

Best answer by marco.tanglao

Hello @allyq ,

Thank you for reaching out to the Docusign Community.

You may review the following link below to get more idea with roles and permissions assigned to roles.

Understand Roles and Permissions in Docusign Rooms

Create a Role to Group Member Permissions

Role Permissions List

Link below might help you with what you need to place a member to a team lead role.

Change a Member's Company Role

I hope this helps. Please "Select as Best" below if you find the answer to be useful.

Best regards,
Marco Paulo| Docusign Community Moderator

M

marco.tanglao

Answer

Docusign Employee

Hello @allyq ,

Thank you for reaching out to the Docusign Community.

You may review the following link below to get more idea with roles and permissions assigned to roles.

Understand Roles and Permissions in Docusign Rooms

Create a Role to Group Member Permissions

Role Permissions List

Link below might help you with what you need to place a member to a team lead role.

Change a Member's Company Role

I hope this helps. Please "Select as Best" below if you find the answer to be useful.

Best regards,
Marco Paulo| Docusign Community Moderator

M

marco.tanglao

Docusign Employee

Hello @allyq ,

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

K

KW982

New Voice

How does this work with KW specifically?

M

marco.tanglao

Docusign Employee

Hello @KW982,

If you are an account administrator you should be able to access the same links we provided.

There’s also a youtube tutorial specifically for KW that was created by Bren Brewer that might help you setting your KW Docusign Rooms.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

M

marco.tanglao

Docusign Employee

Hello @allyq,

I hope you are doing well.

If you found my response to be a useful solution to your question, could you please click the "Best Answer ✅" button at the bottom of the post?

It helps other community members who might have similar questions. Thank you!

Best regards,
Marco Paulo | Docusign Community Moderator

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You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.