The following permissions need to be granted for user profiles associated with users who will be working with DocuSign. If you do not grant these permissions, the DocuSign user may face issues while using and configuring DocuSign Service.

Custom Object LayoutsSystem AdministratorSales UserComply UserLegal
DocuSign Account ConfigurationDefault DefaultDefaultDefault
DocuSign Callout TransientDefault DefaultDefaultDefault
DocuSign Default Recipient (Deprecated)Default DefaultDefaultDefault
DocuSign EnvelopeDefault DefaultDefaultDefault
DocuSign Envelope Document Default DefaultDefaultDefault
DocuSign Envelope RecipientDefault DefaultDefaultDefault
DocuSign Envelope Recipient StatusDefault DefaultDefaultDefault
DocuSign RecipientDefault DefaultDefaultDefault
DocuSign Recipient Status Default DefaultDefaultDefault
DocuSign Signing Group MemberDefault DefaultDefaultDefault
DocuSign StatusDefault DefaultDefaultDefault
DocuSign User DefaultDefaultDefaultDefault
Custom Field Level SecuritySystem AdministratorSales UserComply UserLegal
DocuSign Account ConfigurationAll fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign Callout TransientAll fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign Default Recipient (Deprecated)All fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign EnvelopeAll fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign Envelope Document All fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign Envelope RecipientAll fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign Envelope Recipient StatusAll fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign Signing GroupAll fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign Signing Group MemberAll fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign StatusAll fields enabledAll fields enabledAll fields enabledAll fields enabled
DocuSign User All fields enabledAll fields enabledAll fields enabledAll fields enabled
Custom Tab SettingsSystem Administrator Sales User Comply User Legal
DocuSign AdminDefault OnTab HiddenTab HiddenTab Hidden
DocuSign Configuration HomeDefault OnTab HiddenTab HiddenTab Hidden
DocuSign DemoDefault OffTab HiddenTab HiddenTab Hidden
DocuSign Envelope Recipient StatusDefault OnTab HiddenTab HiddenTab Hidden
DocuSign EnvelopesDefault OffTab HiddenTab HiddenTab Hidden
DocuSign Status Default OffTab HiddenTab HiddenTab Hidden
DocuSign UsersDefault OffTab HiddenTab HiddenTab Hidden
Custom Record Type SettingsSystem Administrator
DocuSign Account Configurations

 NA

DocuSign Callout Transients NA
DocuSign Envelopes NA
DocuSign Recipients 

Signing Group, Contact (Default), Email, User

Custom Object PermissionsSystem AdministratorSales UserComply UserLegal
DocuSign Account ConfigurationNANANANA
DocuSign Callout TransientRead, Create, Edit, Delete, View All, Modify AllRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead
DocuSign Default Recipient (Deprecated)NANANANA
DocuSign EnvelopeRead, Create, Edit, Delete, View All, Modify AllRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead
DocuSign Envelope DocumentsRead, Create, Edit, Delete, View All, Modify AllRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead
DocuSign Envelope RecipientRead, Create, Edit, Delete, View All, Modify AllRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead
DocuSign Envelope Recipient StatusRead, Create, Edit, Delete, View All, Modify AllRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead
DocuSign RecipientsNANANANA
DocuSign Recipient Status Read, Create, Edit, Delete, View All, Modify AllRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead
DocuSign Signing GroupsNANANANA
DocuSign Signing Group MembersNANANANA
DocuSign StatusRead, Create, Edit, Delete, View All, Modify AllRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead
DocuSign User Read, Create, Edit, Delete, View All, Modify AllRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead
Enabled Apex Class AccessSystem AdministratorSales UserComply UserLegal
Apttus_CMDSign.CMDocuSignEnvelopeStatusSubscriber2Enabled Enabled Enabled Enabled
Apttus_QPDSign.QPDocuSignEnvelopeStatusSubscriber2EnabledEnabledEnabledEnabled
Apttus_DocuApi.*EnabledEnabledEnabledEnabled