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DELEGATE PERMISSSIONS


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How can I delegate someone to be able to access my documents when I am out of the office?

It says I need an admin but we do not have one set up?

Best answer by Alexandre.Augusto

Hello, @Donsky 

 

You are welcome to the Docusign Community!

 

Every Docusign eSignature account has at least one Admin user, you need to verify with your IT team who is such user. You or someone in your company after signed a contract with Docusign has received an email with Activation account subject and in the body of the email there is a button: Activate.


An Admin user can set the Shared Access option. That permits to share envelopes’ user with another user(s).

 

See details here:

https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=imk1656607611659.html&_LANG=enus

 

Some features are available only in some Account Plans. 

https://ecom.docusign.com/en-CA/plans-and-pricing/esignature

 

I hope that helps!

 

Best,

Alexandre

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Alexandre.Augusto
Docusign Employee
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Hello, @Donsky 

 

You are welcome to the Docusign Community!

 

Every Docusign eSignature account has at least one Admin user, you need to verify with your IT team who is such user. You or someone in your company after signed a contract with Docusign has received an email with Activation account subject and in the body of the email there is a button: Activate.


An Admin user can set the Shared Access option. That permits to share envelopes’ user with another user(s).

 

See details here:

https://support.docusign.com/s/document-item?language=en_US&bundleId=pik1583277475390&topicId=imk1656607611659.html&_LANG=enus

 

Some features are available only in some Account Plans. 

https://ecom.docusign.com/en-CA/plans-and-pricing/esignature

 

I hope that helps!

 

Best,

Alexandre


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  • Community Moderator
  • 2554 replies
  • May 28, 2024

Hello @Donsky ,


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Best regards,

Nathaly | Docusign Community Moderator
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