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I am working with my admin on creating and editing our Group settings and our goal is to enable multiple users to in each departmental Group to share the same list of Out For Signature / Signed / Cancelled / Archived agreements under the "Manage" tab. Is this possible? Or do Groups only serve as a way to assign account settings for different sets of users?
Hi Wesley,
Groups aren't meant for that purpose. Groups are for users having same account settings.
Nevertheless, i agree that it is a pretty nice feature to have. I hope this is picked up and implemented soon.
Thanks
Sameer Puri
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Hi Wesley,
Groups aren't meant for that purpose. Groups are for users having same account settings.
Nevertheless, i agree that it is a pretty nice feature to have. I hope this is picked up and implemented soon.
Thanks
Sameer Puri
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Thank you Sameer! Yes that would be a nice feature to have. I noticed some of the different employee accounts at my company can see each other's agreements that have been sent for signature. But some accounts can only see their own. I think this has more to do with what "Company" they are assigned to, as we have two separate affiliates working in concert. Thanks again for a prompt answer