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Hi everyone,
We have one account and couple hundred users that are grouped by site. We would like to assign local report admin users to access and create reports by their own site and not see anyone else’s data. Please advise.
Solved
Reporting by site/group
+2- Newcomer
Best answer by mrave
This is not possible, you can report on all envelopes that you have access to. By default that is only the ones that you send yourself or that you have been part of the signature workflow as any recipient.
When granted delegated Admin permissions for reporting you can access all envelopes. There is currently no option to limit that to a specific group. In order to achieve this, you would need additional sub accounts for each site to allow some local Admins to report on all envelopes on that site/account. All sub accounts would be managed within one organisation, where you still have the ability to report across accounts as well.
+14- Docusign Employee
- 929 replies
- Answer
This is not possible, you can report on all envelopes that you have access to. By default that is only the ones that you send yourself or that you have been part of the signature workflow as any recipient.
When granted delegated Admin permissions for reporting you can access all envelopes. There is currently no option to limit that to a specific group. In order to achieve this, you would need additional sub accounts for each site to allow some local Admins to report on all envelopes on that site/account. All sub accounts would be managed within one organisation, where you still have the ability to report across accounts as well.
+15- Community Moderator
- 2070 replies
Hi
I hope you are doing well.
I would like to confirm if you could solve your issue by utilizing the suggested solution?
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find. Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Alejandro R. | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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