Docusign Agreement Manager - (formerly Navigator): How to Control Agreement Access

By default, all of your users will have access to Docusign Agreement Manager - (formerly Navigator). However, they will only have access to their own agreements. This includes any agreements they sent or received through eSignature, or any agreements they uploaded directly into Agreement Manager - (formerly Navigator).

There are a few ways to give users access to additional agreements:

1. An individual user can have access to ALL agreements within Agreement Manager - (formerly Navigator) - Careful here! This gives the user access to every agreement in Agreement Manager - (formerly Navigator). This can be configured within the Admin tab > Users > User Profile > Manage Agreement Manager - (formerly Navigator) Access
2. A user group can have access to ALL agreement within Agreement Manager - (formerly Navigator) - Careful here! This gives the user group access to every agreement in Agreement Manager - (formerly Navigator). This can be configured within the Admin tab > Groups > Select the Group > Manage Agreement Manager - (formerly Navigator) Access
3. An agreement can be shared directly from Agreement Manager - (formerly Navigator) - This can be done by going to the Agreements tab > Completed > Documents > Select the individual agreement > Share. Different levels of sharing are available (View, Edit or Manage). See here for a description of each.
4. Agreements can be added to “agreement sets” which can then be shared with users and groups accordingly - This can be done by going to the Agreements tab > Completed > Documents > Select the ellipsis icon in the top right corner > Manage Sets. Note: In order to create and manage agreement sets, you need to have the “Organize and Manage all Agreements” permissions defined in the Agreement Manager - (formerly Navigator) Access area of your user profile or user group. See here for more details.

Additional Resources

• Agreement Manager - (formerly Navigator) Overview and Onboarding Article
• Get Started with Docusign Agreement Manager - (formerly Navigator) Webinar
• Docusign Agreement Manager - (formerly Navigator) Agreement Sets Webinar

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