Permission sets provide the basis of what users are allowed to do in DocuSign.
The following table explains the permission sets and their permissions that are available in Lehigh's instance of DocuSign.
After choosing the appropriate permission set, please go to the Training page to view the respective training videos. Once you have viewed the videos, please submit a Jira request for DocuSign access.
| Role | Permission Name | DocuSign Permissions |
|---|---|---|
| Signer | LU Prod Signer | Default permission
|
| Author/Sender | LU Prod Sender | LU Prod Signer permissions plus:
|
| Individual Designer | LU Prod Sender and Template Creator | LU Prod Sender permissions plus:
|
| Bulk Sender | LU Prod Bulk Sender | LU Prod Sender permissions plus:
|
| Bulk Sender & Individual Designer | LU Prod Sender, Bulk Sender and Template Creator | LU Prod Sender and Template Creator plus LU Prod Bulk Sender permissions |
| Technical Designer | LU Demo Sender with Elevated Privileges | These privileges are elevated privileges in the test environment for users that would like to create electronic signature processes stemming from advanced use case scenarios for use throughout the department or at University level. Users have a higher level of access only available in the test environment where they can create and test content until is ready for LTS - ESI to move elements to production. Typically reserved for technical/advanced users within departments.
|
Groups provide users in the ability to share documents, templates, envelops, contacts, etc. within Docusign to only the people within the group. Thus, it can reduce the amount of
duplicate work as well as keep certain objects private within a group. You may belong to multiple groups and you may also request a new group. Please see the process for creating a new group (need to add).
The following table lists the groups that are currently available for Lehigh University Faculty and Staff. You will need approval from the group steward to become a member.
| Name | Steward | Description |
|---|---|---|
| DAR | Sean Shapell | Development and Alumni Relations |
| Enrollment Services | Jen O'Brien | Provost's Office related to admissions and enrollment |
| Finance and Administration | Jane Altemose | Finance and Administration Department lead by Patt Johnson |
| OIR | Yenny Anderson | Office of Institutional Research |
| RAS | Allen Taylor | Registration and Academic Services |