Conga Product Documentation

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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