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Template creation access

  • 13 June 2024
  • 5 replies
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when I try to create a template. I get 

 

Note: Your access to templates is controlled by your user permissions, as defined by your Docusign administrator. If you cannot create or edit, or even use templates, check with your administrator.

 

However, I am the only user. Do I need a higher package to create a template or have I been setup incorrectly? 

I used docusign through a third party (REIQ).

Thanks

Peter

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Best answer by Christopher.Alpizar 28 June 2024, 23:55

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Userlevel 3
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Hello @Confused Peter ,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

I apologize for any inconvenience that this might cause you, we are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that you do not have permission to create templates, even if you are the sole user of the account

 

Have you contacted the third-party provider?

 

Is the account linked to the same email that you opened this community user?

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Userlevel 3
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Hi @Confused Peter,

 

I hope you are doing well.

 

I would like to confirm if you need further assistance, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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Thanks Christopher,

 

The issue was a reduced function licence provided by the third party. 

 

Take care and God bless,

 

Peter

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Hi,

I have a similar problem, however in this case I am an administrator and I want to give access to create a template to another employee. How can I give them such access? I looked in the settings, but could not find what I was looking for.

Best,

Mathieu

Userlevel 5
Badge +12

@Mathieu - Paralegal 

You need to a new Permission profile with the ability to create Templates.  I recommend you create a Copy of the DS Sender and the appropriate level of Template access.  Once that is done. you can add users to this profile.

 

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