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Is there a way to do share access to a Group instead of individuals? Trying to get everyone in a group to see the entire groups documents.
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Is there a way to share access with a Group?
+1- Newcomer
Best answer by Kelly.Gatling
Hi JCloudEra - In CLM, you can share folder security to a group of users which will allow all users of the group to see content within the folder.
- First, ensure the group is created and the users are added to the group via DocuSign Admin.
- Then, from the folder in CLM, select to ‘Manage Security’.
- From there, you can add the Group to the folder security grid with the appropriate permission level (View, View & Create, View & Edit, etc).
You can also adjust CLM folder security at the permission profile or individual user level.
Hope this is helpful!
Kelly
+6- Docusign Employee
- 37 replies
- Answer
Hi JCloudEra - In CLM, you can share folder security to a group of users which will allow all users of the group to see content within the folder.
- First, ensure the group is created and the users are added to the group via DocuSign Admin.
- Then, from the folder in CLM, select to ‘Manage Security’.
- From there, you can add the Group to the folder security grid with the appropriate permission level (View, View & Create, View & Edit, etc).
You can also adjust CLM folder security at the permission profile or individual user level.
Hope this is helpful!
Kelly
+11- Digital Collaborator
- 205 replies
Building what Kelly said, it is best practice to make multiple groups, and then assign each user a group when they get added to the system.
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