We want a user to run account level reporting but do not want them to be admins. Is it possible to create a role with capability to run account level reporting without being an account admin. If possible what specific role permission will control this ?.
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Is it possible to create a role with capability to run account level reporting without being an admin ?.
Best answer by Community Expert
Hi - That permission is possible using Delegated Admin and the "Reporting" role permission. Check out the following resources to help you get it set up:
- DocuSign Support Center - Delegated Admin
- DocuSign Knowledge Market - Best Practices for Delegated Admin
#Resources
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