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DocuSign users require that the ESign program is assigned to them in CMiC Field in one of two ways:
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User Access: Access is assigned to the user in the User Access screen (standard Treeview path: CMiC Field > Security > User Access)
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Security Role Access: Access is assigned to user’s security role in the Role Maintenance screen (standard Treeview path: CMiC Field > Security > Role Maintenance)
Each of these methods is described below.
User Access
Example of assigning E-sign program to user (standard Treeview path: CMiC Field > Security > User Access)
On the User Access screen in CMiC Field, find the user and select “Assign Programs” in the drop-down menu. Next, ensure that the Esign checkbox is checked for the user and then click on the [Update] button (as shown in the screenshot below).
Security Role Access
Example of assigning E-sign program to a security role (standard Treeview path: CMiC Field > Security > Role Maintenance)
On the Role Maintenance screen in CMiC Field, find the security role and select “Assign Programs” in the drop-down menu. Next, ensure that the 'Esign' checkbox is checked for the security role and then click on the [Update] button (as shown in the screenshot below).
To verify that the user is assigned to that security role, return to the first screen, find the security role, and select “Assign Users” from the drop-down menu.
Next, ensure that the checkbox beside the user’s name is checked and then click on the [Update] button (as shown in the screenshot below).
The E-Sign program has now been assigned to a security role to which the user has been granted access.