Security roles determine what menu items or task lists users see when they sign onto UFDocuSign, and what functions they can perform. Access levels can vary from signing a document to sending and creating documents. Please know, it can take up to two days to enable your UFDocuSign permissions after your DSA requests the role.
Anyone in the world can sign documents sent via UFDocuSign. No security role is required. All signers should be wary of possible phishing attempts that may appear to come from UFDocuSign. Be sure you are expecting a document to sign. Also, hover over the link and verify it contains “docusign.net/” and begins with https.
If you want to send documents via UFDocuSign for electronic signatures, you will need the UF_N_DOCUSIGN_SENDER role. To get this role, please complete PST280 – UFDocuSign Sender Training and then request the role from your DSA.
If you want to send documents for electronic signatures as well as create, edit, and share UFDocuSign document templates for use within a department or business unit, you will need the UF_N_DOCUSIGN_AUTHOR role. To get this role, please complete PST290 – UFDocuSign Author Training and then request the role from your DSA.