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How can I give acces to "Create a template" to a user (I am an admin)

M
Newcomer
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Hi,

I cannot seem to find how to grant access to “Create a template” to other users. How do I enable this option?

I am the admin for the account.

Best,

Mathieu

Best answer by Vinicius.Rodrigues

Hi @Mathieu - Paralegal !

If you’d like to provide a DS Sender profile a permission to create/share templates, you must:

  1. Copy the DS Sender profile:

     

  2. Change the Templates permission to Create or Share:
  3. After that, you must edit your users with this new permission profile (Users > choose the user > Actions > Edit > Permission Profile).
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3 replies

Vinicius.Rodrigues
Docusign Employee
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Hi @Mathieu - Paralegal !

If you’d like to provide a DS Sender profile a permission to create/share templates, you must:

  1. Copy the DS Sender profile:

     

  2. Change the Templates permission to Create or Share:
  3. After that, you must edit your users with this new permission profile (Users > choose the user > Actions > Edit > Permission Profile).
"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.
JohnSantos
M
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  • JohnSantos
    JohnSantos
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    Mathieu - Paralegal
M
Newcomer
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Thank you for your help and quick response!

Problem solved.

Best,

Mathieu

K
Newcomer
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  • KDB_SONNewcomer
  • Newcomer
  • 1 reply
  • December 9, 2024

Hello,

  I would like to give only *one* user access to create templates, I have 53 users.  There is no option to copy the DS Sender for one user, can you tell me how to do that so that I can enable the Create Template option?  

 

Thanks.

 

KDB

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