---
title: "Send on behalf of (SOBO) functionality"
slug: "send-on-behalf-of-sobo-functionality"
updated: 2026-09-11T14:39:53Z
published: 2026-09-11T14:39:53Z
canonical: "help.quickbase.com/send-on-behalf-of-sobo-functionality"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.quickbase.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Send on behalf of (SOBO) functionality

Our DocuSign integration also supports **Send on Behalf of (SOBO)** functionality. The SOBO feature allows you to create envelopes on behalf of other users in your DocuSign account without sharing those users' credentials with us.

You first need to have the appropriate permissions or settings enabled for SOBO.

## DocuSign account settings

Follow these steps to enable SOBO functionality from your DocuSign account.

> [!WARNING]
> Important
> 
> You must be an administrator for your DocuSign account to complete these steps.

- Log in to your DocuSign account with your credentials, then select **Go to Admin** in the top right.

![DocuSign account menu showing the Go to Admin link in the top right](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/1a88a50a77-DS_SOBO1.jpg?sv=2026-02-06&spr=https&st=2026-11-04T06%3A52%3A09Z&se=2026-11-04T07%3A52%3A09Z&sr=c&sp=r&sig=d7hsotiKTPnrCrJGENVytcGnNSn97Acz8BGr3RRUEY8%3D)
- From the left menu, select **Permission Sets** under **Users and Groups**.
- There are three default permission sets available in each DocuSign account. You might have created additional permission sets in your DocuSign account.
- Select **Add permission set** at the top.

![DocuSign Permission Sets page with the Add permission set button highlighted](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/b021b25d91-DS_SOBO2.jpg?sv=2026-02-06&spr=https&st=2026-11-04T06%3A52%3A09Z&se=2026-11-04T07%3A52%3A09Z&sr=c&sp=r&sig=d7hsotiKTPnrCrJGENVytcGnNSn97Acz8BGr3RRUEY8%3D)
- Set up the permission as shown in the following image, then save the permission set.

![DocuSign permission set configuration screen for enabling SOBO](https://cdn.document360.io/dd260e4e-10bb-4b66-8fb3-5504c272b904/Images/Documentation/2771a8b2ad-image_18_.png?sv=2026-02-06&spr=https&st=2026-11-04T06%3A52%3A09Z&se=2026-11-04T07%3A52%3A09Z&sr=c&sp=r&sig=d7hsotiKTPnrCrJGENVytcGnNSn97Acz8BGr3RRUEY8%3D)
- Assign this permission set to the users you want to create envelopes on behalf of.

## Quickbase app settings

If you would like to create envelopes on behalf of other users, you need to pass the email address of the other user as a parameter.

We help you set up this parameter when we set up your app for our DocuSign integration.

> [!NOTE]
> Note
> 
> You can only create envelopes on behalf of users who are already users on your DocuSign account. The email address must match the email address from your DocuSign account.