Permission Sets. DocuSign Guide

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Permission Sets

As a DocuSign administrator, the Permission Sets view lets you manage the user permission sets for your account.

A Permission Set is a group of options that determines the behavior and actions available for a user. A user is assigned a Permission Set when they are added to an account, but the assigned permission set can be changed later. Permission Sets make it easier to manage options for a large number of users, without having to change permission options on a user-by-user basis.

There are three default Permission Sets: DS Admin, DS Sender, and DS Viewer. These permission sets cannot be modified or deleted, but can be viewed and copied as the basis for other permission sets.

Note: If your account includes the Advanced Administration module, you can use the delegated administration options to create Permission Sets that have limited administrator capabilities. See

Delegated Administration Permission Sets

for more information.

See the

Permission Set Option Descriptions

below for information about all the available settings.

From this view you can do the following: l

View users assigned to a permission set

l

View or edit permissions for a permission set

l

Add or copy a permission set

l

Delete a permission set

l

Download permission sets

To view users assigned to a permission set

1. In DocuSign Admin, click Permission Sets

2. Find the permission set you want to view.

3. In the Actions drop down for the permission set, select View Users.

4. The list of users assigned to this permission set is shown, click Close to exit the list.

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To view or edit permissions for a permission set

1. In DocuSign Admin, click Permission Sets

2. Find the permission set you want to edit or view.

Note: You cannot edit the DS Admin, DS Sender, and DS Viewer permission sets.

3. In the Actions drop down for the group, select Edit or View.

4. In the Edit Permission Set dialog, change the permission set name and settings as needed and then click SAVE.

See the

Permission Set Descriptions

below for information about the settings.

To add or copy a permission set

1. In DocuSign Admin, click Permission Sets

2. Click ADD PERMISSION SET.

Tip: You can use the Actions drop down Copy function to create a new permission set that is a copy of an existing set. The copied permission set will start with all the same settings as the original set. The name and settings can then be modified as needed using the following steps.

3. Type a Name for the permission set.

4. Adjust option settings as needed. See the

Permission Set Descriptions

below for information about each setting option.

5. To finish and add the permission set, click ADD. The permission set is added to the account.

To delete a permission set

1. In DocuSign Admin, click Permission Sets

2. Find the permission set you want to delete.

Note: You cannot delete the DS Admin, DS Sender, and DS Viewer permission sets.

3. In the Actions drop down for the group, select Delete.

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4. Confirm that you want to delete the permission set from the account.

The permission set is removed from the list.

Download Permission Sets

You can download the full list of permission sets on your account to a CSV file. The download includes all permission sets, regardless of any filters or searches in effect, and contains the following details: l

Permission set name l

Permission set ID (useful for Account Server and integrations) l

Last modified date l

Number of users assigned to each permission set l

List of privileges and values

Example: This is a partial view of a sample download; not all privileges are shown.

73

To download permission sets

1. In DocuSign Admin, click Permission Sets.

2. Click Download Permissions.

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The permission set data is exported to a CSV file and saved to your local Downloads folder.

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