How can admins control access to specific templates in DocuSign?

Admins can control access to specific templates in DocuSign primarily by assigning access based on user roles. This feature allows organizations to designate which users or groups have the ability to view, use, or modify particular templates. By leveraging role-based access control, admins can ensure that sensitive templates are only accessible to authorized personnel, enhancing security and compliance within the organization. This method enables a streamlined workflow, allowing different departments or teams to have tailored access that aligns with their specific needs and responsibilities.

In contrast, adjusting retention policies pertains to how long documents are stored and when they are deleted, not to controlling access specifically. Limiting the number of templates available does not inherently manage the access rights for different users. Creating backups of templates is a good practice for data preservation but doesn’t influence who can access or utilize those templates. Therefore, assigning access through user roles is the most effective way to manage template accessibility within DocuSign.