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Download page DocuSign Permissions.
DocuSign Permissions
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 Layouts | System Administrator | Sales User | Comply User | Legal |
|---|---|---|---|---|
| DocuSign Account Configuration | Default | Default | Default | Default |
| DocuSign Callout Transient | Default | Default | Default | Default |
| DocuSign Default Recipient (Deprecated) | Default | Default | Default | Default |
| DocuSign Envelope | Default | Default | Default | Default |
| DocuSign Envelope Document | Default | Default | Default | Default |
| DocuSign Envelope Recipient | Default | Default | Default | Default |
| DocuSign Envelope Recipient Status | Default | Default | Default | Default |
| DocuSign Recipient | Default | Default | Default | Default |
| DocuSign Recipient Status | Default | Default | Default | Default |
| DocuSign Signing Group Member | Default | Default | Default | Default |
| DocuSign Status | Default | Default | Default | Default |
| DocuSign User | Default | Default | Default | Default |
| DocuSign User Consent | Default | Default | Default | Default |
| Custom Field Level Security | System Administrator | Sales User | Comply User | Legal |
|---|---|---|---|---|
| DocuSign Account Configuration | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Callout Transient | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Default Recipient (Deprecated) | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Envelope | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Envelope Document | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Envelope Recipient | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Envelope Recipient Status | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Signing Group | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Signing Group Member | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign Status | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign User | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| DocuSign User Consent | All fields enabled | All fields enabled | All fields enabled | All fields enabled |
| Custom Tab Settings | System Administrator | Sales User | Comply User | Legal |
|---|---|---|---|---|
| DocuSign Admin | Default On | Tab Hidden | Tab Hidden | Tab Hidden |
| DocuSign Configuration Home | Default On | Tab Hidden | Tab Hidden | Tab Hidden |
| DocuSign Demo | Default Off | Tab Hidden | Tab Hidden | Tab Hidden |
| DocuSign Envelope Recipient Status | Default On | Tab Hidden | Tab Hidden | Tab Hidden |
| DocuSign Envelopes | Default Off | Tab Hidden | Tab Hidden | Tab Hidden |
| DocuSign Status | Default Off | Tab Hidden | Tab Hidden | Tab Hidden |
| DocuSign Users | Default Off | Tab Hidden | Tab Hidden | Tab Hidden |
| Custom Record Type Settings | System Administrator |
|---|---|
| DocuSign Account Configurations | NA |
| DocuSign Callout Transients | NA |
| DocuSign Envelopes | NA |
| DocuSign Recipients | Signing Group, Contact (Default), Email, User |
| Custom Object Permissions | System Administrator | Sales User | Comply User | Legal |
|---|---|---|---|---|
| DocuSign Account Configuration | NA | NA | NA | NA |
| DocuSign Callout Transient | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read |
| DocuSign Default Recipient (Deprecated) | NA | NA | NA | NA |
| DocuSign Envelope | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read |
| DocuSign Envelope Documents | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read |
| DocuSign Envelope Recipient | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read |
| DocuSign Envelope Recipient Status | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read |
| DocuSign Recipients | NA | NA | NA | NA |
| DocuSign Recipient Status | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read |
| DocuSign Signing Groups | NA | NA | NA | NA |
| DocuSign Signing Group Members | NA | NA | NA | NA |
| DocuSign Status | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read |
| DocuSign User | Read, Create, Edit, Delete, View All, Modify All | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read |
| Enabled Apex Class Access | System Administrator | Sales User | Comply User | Legal |
|---|---|---|---|---|
| Apttus_CMDSign.CMDocuSignEnvelopeStatusSubscriber2 | Enabled | Enabled | Enabled | Enabled |
| Apttus_QPDSign.QPDocuSignEnvelopeStatusSubscriber2 | Enabled | Enabled | Enabled | Enabled |
| Apttus_DocuApi.* | Enabled | Enabled | Enabled | Enabled |