Currently all details in the account tab is set with my user. There is another user in the org who is a system admin as well in the SF org, he is not having access to all the Docusign tabs such as Status etc.

How do I add that user under admin as well in the docusign so that he also has access to all the features as of me in the Org?

Or should I just remove my details from the account tab and add that users info instead?

The account tab in our org


The DocuSign Account details just specify who's paying the bill, as well as API connection details. To give a user access to DocuSign features, there should be a Permission Set with the necessary features enabled. Try going to Setup > Manage Users > Permission Sets, find the appropriate DocuSign permission set, and use the Manage Assignments button to add the other user to the Permission Set.

  • Thank you for the info. I added the user as admin, that worked, will tryout with permission sets as well to understand more. – Niknit May 10 '18 at 8:40

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