UW Delegated Administrators have the highest permissions level of all UW Docusign users. In addition to having the ability to create templates and add users, the Delegated Administrator is a role that comes with additional responsibilities and training requirements, such as:

• Serve as the initial point of escalation for Docusign questions on the team with an understanding that when granted this expanded access, they will be able to handle this responsibility.
• Manage the proper retention and disposal of documents created by their team in accordance with UW Records Management and all applicable privacy policies. 
• Inform the eSignatures team if you are leaving the UW or changing departments so that we can remove or update your access. 
• Be familiar with the materials provided for UW Senders and Signers.

In addition to the general permissions granted to UW Senders and Signers, Delegated Administrators shall:

• Manage users,
• Create and share templates, and
• Manage their team Groups and Signing groups. 

Review the Delegated Admin Essentials training video. Below are the materials from Docusign that provide more information about accomplishing these tasks:

Managing Users and their Envelopes or Templates

• Add or edit users
• Remove users from Accounts
• Reactivate users
• Envelope Sharing Between Account Users
• Transfer of Envelopes and Templates Between Users

View this section in the Admin Guide

Managing Groups

• Add a group
• Rename a Group
• Delete a group

View this section in the Admin Guide

Template Creating and Sharing

• Create Templates
• Share and Protect Templates
• Shared Template Folders
• Share a template by adding it to a shared template folder
• Remove a template from a shared folder
• Template Matching
• Related topics

View this section in the Admin Guide