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What permissions does shared Access grant a user access to the shared account's reports? In other words, people who use a shared account will want to see its reports.
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Reports - Shared access
+1- Newcomer
Best answer by Alexandre.Augusto
Hello,
Welcome to the DocuSign Community!
To achieve the described scenario where you want an user to see all available reports including the customized ones, you need to create a customized Permission Profile granting Report permissions.
After created the Delegated Permission Profile, you can edit that user and change to this new created Permission Profile.
All details that you need is in this article: https://support.docusign.com/s/document-item?language=en_US&bundleId=lye1642705772274&topicId=ibs1634163357926.html&_LANG=enus
I hope that helps!
Alexandre
+14- Docusign Employee
- 651 replies
- Answer
Hello,
Welcome to the DocuSign Community!
To achieve the described scenario where you want an user to see all available reports including the customized ones, you need to create a customized Permission Profile granting Report permissions.
After created the Delegated Permission Profile, you can edit that user and change to this new created Permission Profile.
All details that you need is in this article: https://support.docusign.com/s/document-item?language=en_US&bundleId=lye1642705772274&topicId=ibs1634163357926.html&_LANG=enus
I hope that helps!
Alexandre
+15- Community Moderator
- 2554 replies
Hello
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