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I would like Sales managers to be able to set up Sales agents themselves. As such, they need to be able to assign the Sales Agent, Docusign User, Docusign Trace and Sales, Enterprise App Access to new users.
This is not practically advisable as per my understanding, because even though we can give users the privilege to assign roles they can only assign and remove roles that they themselves have. For example, if the user with the Manage Roles permission has the Sales Manager role, they can assign and remove the Sales Manager role from other users, but they cannot for example, assign someone the Marketing Manager security role.
Please refer to below for more details.
Hope this helps.
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This was a lot of help but i'm still having trouble assigning docusign Roles. What could be causing this?
Is it regarding the DocuSign addon?
What is the trouble you are facing?
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