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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.
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How to set up Team lead in Docusign Rooms so they have access to their team members rooms?
+3- New Voice
- 1 reply
Best answer by marco.tanglao
Hello
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
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
- Community Moderator
- 470 replies
- Answer
Hello
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
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
- Community Moderator
- 470 replies
Hello
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
- Community Moderator
- 470 replies
Hello
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
- Community Moderator
- 470 replies
Hello
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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