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.
Related
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).
The Permission Set option "Allow view and manage envelope rights through API" automatically gives the API user access to view all envelopes in the account regardless of who owns/sent the envelope. Is it possible to restrict the user to only access their own envelopes/folders?
We have multiple teams sharing a DocuSign account. One team wants to build an API integration but we can't allow them to access or view envelopes sent by other teams in the same account. Do we need to move this team with an API integration to a separate account?
Create a new Permission Set or do not assign any permission set to API user which has Allow view and manage envelope rights through API setting enabled. If a permission set assigned to an API user does not have Allow view and manage envelope rights through API setting enabled then that API user will not be able to see any other's envelopes.
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.
Is there any account or method could read/download all documents within our corporate, not just those sent through API account?
or we have to add this API account as a copy recipient for all signing documents?
Your API user would have to have 'Account-Wide Rights' (the Administrator profile has this by default).
This setting would be under Users > 'API User' > Permissions
This will open up the access for that user to the entire accounts documents, not just the documents for that user.
I am new to Netsuite.
While creating accounts on Netsuite, I found that i can create multiple accounts with same email ID (Netsuite does not check whether the email id is unique or not).
Is there any specific scenario where creating multiple accounts with same email ID will be useful in Netsuite ?
You can associate one email address to multiple Netsuite account. When you login it will redirect you to a window where you can select the account where you want to use the existing login session.
No, It doesnt add or make any advantages to administration at all. You SHOULD NOT associate two separate employees with the same Email ID. Besides, when you set the same email to be associated across different places, it will force logout the current user when the next user attempts to login.
Advantage for the user for sure as they have access to all the roles associated to employee, customer, and partner records associated to their email address. Definitely no advantage for NS administration. If you are looking to do scalable things for implementation, then you need to do mass updates within netsuite across entities...don't try to use a single email placeholder as a shortcut for users or access as this gets derailed by the logout mechanism I mentioned above. If you absolutely need multiple users to have access, you could do something like a limited partner or customer center role to an employee that can act as a parent for all assigned customers within their territory...but that basically is manipulating the system to work differently than intended and could be considered a violation of NS TOS...I would suggest to avoid this as it could mean they could shut off your account and access to your customization.