i have adocusign admin account: basic api plan, and i want to add new users.
In the test account i have a menu: Users and Groups which allow us to manage users but in the live account i can't find this menu.
Thanks.
The Basic API plan is a single-user account. You'll need to upgrade to a higher level of plan in order to gain access to the Users and Groups section in DocuSign Admin.
If you're not sure which level of account would be right for you, I'd recommend contacting the DocuSign Sales team: https://www.docusign.com/contact-sales
Related
Recently we have purchased a production account. I have logged into the account as Account Administrator but I am unable to see Docusign Admin. This was not the case for the developer account where it was already present from beforehand.
I need it as I have to add an organisation.
Below I have added a picture of how it looks in dev account.
So, most likely you have someone else in your company who is the admin. You will to find out who that is.
Every account has to have one admin at all times. You don't see to have administrative rights, but someone else may have.
If not, or if you don't know who that is - you will need to contact customer support to get this restored and take over as admin.
Another option is that you have multiple accounts in production. Meaning, when you log in, your user is a member of more than one account. You need to switch accounts. That switcher is an option on the right-top menu.
If you had "Admin" in Demo, then someone had to add that as it is not provided by default. Admin tools (Org Management and Access Management w/ SSO) are only included in the Enterprise Pro plan. For Business Pro or Standard plans, it is a paid add-on. Check to see if your account is an Enterprise Pro plan.
Also, if your company already has Org Mgmt, a "DocuSign Admin" (org, not account admin) needs to link this new account to the Org.
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).
We have a DocuSign REST API application which creates and sends Envelopes to users. Everything works fine except that we need to have any of a group of users Counter Sign documents after end users have signed. We have a fairly high priced Enterprise account as well as Demo (https://appdemo.docusign.com/ ) account.
In the Demo account we do see something like 'XXX Corp. (already a customer)'. But, unlike the Enterprise account, we don't see any option to create a Signing Groups.
Can someone confirm that's the case for the Demo account, even for the paying customers? We are hesitant to promote our applications to production because we want to fully test in the Demo account. Hello DocuSign!!
Any other options to allow any of a group's members to counter sign so that the member's own name and signature are affixed on the document?
DocuSign Demo environment accounts should have full functionality, but in some cases they don't. Open a case with DocuSign Support requesting Signing Groups be enabled on that account and that can be added.
In the case, be sure to include the account id and specifiy that this is in demo.
DocuSign demo account should have all the capabilities that DocuSign offers.
From Documentation
Developer sandboxes are free, they don't expire, and they have enterprise level features enabled. Documents sent in the demo environment are not legally binding and have testing watermarks on them.
The signing groups in your production account will not be readily available in the Demo account. You will have to create new signing groups in the Demo account. See documentation here
I am implementing auto user provisioning with Docusign REST API.
When a user is created, Does it occupies license.
Can you please point to documentation or give me an idea that how license management is done from User Provisioning perspective(if any).
You will have buy a plan that supports multiple users in your account.
You can find more information here
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.