I'm writing an API integration for docusign and I wanted to create a second organization for testing, but I can't do it because when I reach the screen to add accounts to the organization, I can't see any accounts listed.
I visit https://admindemo.docusign.com/create-organization
I fill the Name and Description, and press Next
In the Link Accounts page, I see no accounts. How can I add some accounts to this screen?
I'm not sure I understand the relationship between accounts and users, because I have created some users from the Admin>Users screen, but those are not displayed in the account page.
If it isn't asking too much, could I have a short explanation of the difference between these users and what the Organization page asks for, "Accounts"? I remember when I created these "Users", I had to provide an email account, and for me that relationship between Service and Email is what I normally consider an Account.
How can I add some new Accounts to create a second Organization and test the API?
Or, since I want to create more organizations to test if DocuSign has an option to make an organization Primary, is there such an option? I tried browsing the Organization settings but I could not find this.
Can I make one organization the "Primary" organization for an account? How would this be reflected in the response of the API endpoint?
Thank you very much!
Here is a diagram explaining the relationship between organization, accounts, members and users. Hope this make sense.
An account can only belong to a single organization, therefore, you need another account to get another organization (but an organization can have more than one account).
Related
I'm aware that there are two types of Teams accounts:
MS Team free personal account. https://teams.live.com/
MS Team free organization account. https://teams.microsoft.com/
Unfortunately, when I try to create the organization account (type 2) using this link https://support.microsoft.com/en-us/office/sign-up-for-teams-free-classic-70aaf044-b872-4c32-ac47-362ab29ebbb1, it just redirects me back to the free personal account (type 1).
Specifically, I need to create the type of free Teams account where you can create an Org, and then inside the Org you can have multiple Teams.
Every time I try to create the account, I always get redirected back to teams.live.com. I've tried multiple links on the Microsoft website, even from the "Business" section. Additionally, I tried with a different email address to see if there was a problem with the account that I was trying to use.
What happened to the free organization accounts?
What email address are you using to create your teams business account? Is it your personal email? If so that might be the case.
You need to use an email address linked to a work or school account (organization account) to be able to create a Teams business account. You also need to be a global admin in that work/school tenant.
see : https://learn.microsoft.com/en-us/microsoftteams/create-an-org-wide-team
Other useful links :
https://support.microsoft.com/en-us/office/which-account-do-you-want-to-use-2b5bbd7a-7df6-4283-beff-8015e28eb7b9
https://techcommunity.microsoft.com/t5/itops-talk-blog/what-s-the-difference-between-a-personal-microsoft-account-and-a/ba-p/2241897
I'm developing an application that requires us to use Microsoft Graph API to create Teams meetings for users. This is obviously only possible with tenant domain email accounts (not guests) as you cannot do it on behalf of the user. Is it possible that I can add a new domain/organization to it so any of the new domain email addresses can be used to create meetings (don't get added as guests)?
Yes, you can create a new domain but you can add user's from another tenant as guest only, It is by design.
I am using the DocuSign API to create envelopes. I have that working. The application I am writing is being used by an organization, with multiple people needing access to documents created within the organization. Each person accessing the application (and subsequently the DocuSign API) has their own DocuSign account, and has granted permission to the application to use their docusign account. When I create envelopes via the DocuSign API, I need the documents to be available to be managed by any user setup in the Orgniazation at DocuSign. As it is right now, every documents I create via the API is owned by the user who created the document, other users within the organization can view the envelope/documents if provided a link to navigate directly to at DocuSign, but can't do anything with those documents. Ex: If I create a draft as one user, I want to be able finish/send the draft as another user, and both of these users are part of the same organization.
Questions:
Can an organization own a document (instead of a user)? and how?
How can I share documents between all users within the organization, and allow all those other users permission to edit/manage those documents? The number of documents is constantly changing as multiple employees are creating and editing many documents each day.
Please find my response for both your queries:
Can an organization own a document (instead of a user)? and how?
Organization can never be the owner of the envelope, it has to be a user only.
How can I share documents between all users within the organization,
and allow all those other users permission to edit/manage those
documents? The number of documents is constantly changing as multiple
employees are creating and editing many documents each day.
Yes, you can share the envelopes among other users in your DocuSign account. Sharing is enabled and managed by your DocuSign administrator. If your account administrator has enabled sharing for you, you can view and help manage the envelopes that are shared with you. If you are not able to follow the procedures in this topic, check with your DocuSign account administrator to see if sharing is set up for you.
DocuSign Account's Admin has to follow steps as explained in this link to enable the sharing of the envelopes between different users in the accounts. Once it is correctly set, then you can view envelopes sent from other users in your DocuSign account.
Is there a way to create a group admin using the API?
Someone who is able to add and delete users from the group but not from the general administrator account?
I can see there are only 3 permissions profile that can be assigned to a group, Administrator
Thanks.
Currently DocuSign does not use a tiered administrator structure with either the API or their standard console.
Several DocuSign employee's that I've talked with have suggested that a tiered structure is in the works but they don't have a release date for that as yet.
As a temporary fix to this, if you have an account administrator at DocuSign (and depending upon your account set up) you can request that they create sub-accounts to which you can assign groups of users and limit administrators from reaching other accounts. This is the solution we used for multiple business units that didn't need access to each others documents.
You can create more permissions profiles, but the degree to which your users can access settings remains largely the same.
Hope this helps.
Right now I am trying to create a uml for a bank site and I am not sure how to relate create bank account and login to the user. I know you have to have an account in order to login but if the user already has one they don't need to create an account.Should create an account be an extention of login? The login use case connects to the actor customer. If anything is not clear please let me know.
You can model it in both ways: one having create account as an extension of login, and one where they are separate use cases. Both cases are correct, but the first one shows that if the user doesn't have an account he can create one in the login process and as part of it.