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Managing user permissions in Docusign CLM can be challenging when non-admin team members need access to specific administrative capabilities without requiring full account control.
Delegated permissions in Docusign CLM allow administrators to assign specific management rights to non-admin users, helping teams maintain operational momentum while preserving security guardrails.
What This Feature Does (and Why It Matters)
Delegated permissions in Docusign CLM give non-admin users granular administrative access to specific features without granting full system administrator status.
Using delegated permissions helps organizations:
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Save administrative time: Reduce administrative overhead by distributing safe routine tasks.
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Improve team efficiency: Eliminate bottlenecks by empowering functional leads.
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Maintain security and governance: Protect system settings by enforcing the principle of least privilege.
Example Use Case
Consider a reporting manager who needs to create, edit, and delete custom CLM reports. By default, only full CLM administrators can perform these reporting actions. With delegated permissions, an admin can give this user reporting privileges without exposing other sensitive account settings.
How to Configure or Use This Feature
Follow these steps in the Docusign CLM Admin console:
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Step 1: Go to Admin > Delegated Permissions > New Delegated Permission.
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Step 2: Enter a descriptive name for the permission set.
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Step 3: Select the specific administrative permissions you want to enable.
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Step 4: Navigate to Admin > Users and assign the newly created delegated permission to the intended users.
Video: Watch a Walk-Through
Here is a short, step-by-step overview of how to configure and assign delegated permissions in Docusign CLM.
Best Practices
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Use clear, descriptive names for permission sets so purpose and scope are immediately obvious.
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Maintain at least two full CLM admins on your account to prevent lockout or coverage gaps.
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Periodically audit delegated permissions to ensure users still require the capabilities assigned to them.
Additional Resources and Learning Opportunities
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If you’d like a live, step-by-step walk-through of tips like this, you can find upcoming interactive sessions and a library of past recordings in the Docusign University.
Join the Conversation
Have you configured delegated permissions in Docusign CLM? What specific administrative responsibilities have you delegated in your organization? Share your experience or questions in the comments below!