Hello @DjaniceT
I hope you are doing well, and sorry for any trouble.
Yes, your understanding is correct.
- Creating workflows (building the templates in the Workflow Designer): needs an Acrobat Sign Solutions entitlement plus authoring permission. Admins can create for their group or the whole account, and you can optionally allow non-admin users to create their own personal workflows via a Global Setting.
- Starting/using a workflow to send an agreement needs an Acrobat Sign Solutions sender seat, and the user must be within that workflow's shared scope. When an author creates a workflow, they set "Who can use this workflow", Only me, a selected group, or any user in the organization, so a user can run it only if they are an entitled sender and fall inside that scope. So yes, only users with a Sign Solutions license and the right access will be able to use the workflows the admin creates.
- Signing or approving: no license at all. Recipients sign, approve, or have an agreement delegated to them.
Here are a few help articles to learn more:
https://helpx.adobe.com/sign/web/advanced-users/custom-workflows/overview.html
https://helpx.adobe.com/sign/web/advanced-users/custom-workflows/create.html
https://helpx.adobe.com/sign/web/advanced-users/custom-workflows/send.html
https://helpx.adobe.com/sign/web/settings-configuration/send-settings/set-up-signer-approver-roles.html
I hope this helps, and please reach out if you need any assistance.
Regards,
Anand Sri.