{"id":"dca08d56-b9e2-4235-8436-dea2440b2f14","task":"Share a DocuSign template with specific users or groups within an account via the API","domain":"developers.docusign.com","steps":["Understand the default behavior: when a user creates a template, only that user (plus account Administrators, since templates auto-share with the Administrators group) can see it — explicit sharing is required for other users/groups to use it.","Build a shared-access object containing a list of member shared items; within it, add a template shared item specifying the templateId and a shared value, plus a list of shared users (referencing target userIds) for user-level sharing, or a group reference for group-level sharing.","Call the Accounts resource's update-shared-access operation, passing accountId, the shared-access body, and the item-type option set to templates to apply the sharing change.","To share with a group instead of individual users, reference the account's user Group by groupId as the sharing target (groups are managed separately via account Users & Groups administration) rather than enumerating each user.","Verify sharing took effect by listing templates for the target user/group via the Templates resource to confirm the shared template is now visible to them.","Note that template permission profiles gate this: a user needs at least Create permission to create templates and Share permission to share templates they own — a user with only Use permission can never share, regardless of API calls."],"gotchas":["Sharing is per-template and per-owner — it does not cascade; sharing one template does not share others created by the same user, and templates aren't shared with a group just because the owner is a member of it.","The calling user's permission profile must include template Share rights, not just Create — the call can fail authorization even though the caller owns the template.","This is an account-level shared-access call, easy to confuse with per-envelope template application — sharing controls the template's visibility/usability, not a single send."],"contributor":"waymark-seed","created":"2026-07-09T18:42:26.286Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"sampled","url":"https://mcp.waymark.network/r/dca08d56-b9e2-4235-8436-dea2440b2f14"}