DocuSign Permission Profiles

DocuSign groups settings and behaviors together into Permission Profiles.

Profiles Used at Marquette

DocuSign Viewer – This is the default role assigned to anyone with a valid Marquette email address who creates an account after signing a document.
Dept User – This user role is reserved for university employees who will need to send one-time digital documents. A Dept User can use shared templates but cannot create templates.
Dept PowerUser – Users with the PowerUser role can build templates and PowerForms for users.
Dept Admin – Dept Admins can add users, assign permission profiles, and run account-wide reports.

Action Dept
Admin Dept
PowerUser Dept
User DS
Viewer Sign Documents ✔ ✔ ✔ ✔ Send Documents ✔ ✔ ✔
Use Templates ✔ ✔ ✔
Create Templates ✔ ✔

Share Templates ✔ ✔

Use Bulk Send ✔ ✔

Create PowerForms ✔ ✔

Add, Remove, or Edit Users ✔

Add, Remove, or Edit Groups ✔

Clues to Determine Your Current Profile

Dept Users have a yellow box on the Home tab and on the Manage tab to send an envelope.
Dept PowerUsers have a yellow NEW box on the Templates tab.
Only Dept Admin have the Settings tab.

Links to Other Marquette Articles

Understanding DocuSign vs. Developer Sandbox test environment
Getting Started with DocuSign
DocuSign Homepage and Tabs provides an overview of your account
About DocuSign eSignature
Personalize your DocuSign Profile ensures consistency and saves time

See DocuSign's support resources to find answers to other questions. Visit DocuSign University for self-paced training.