Is it possible for one docusign admin account's template to be modified by another docusign admin account when the first admin account created the template and shared with the second admin account.
Under the Preferences-->Personal Info --> Sharing menu seems like the "Filter by Name Filter. Check the users who will be able to see and act on this user's folders " is all uncheked.
Answering my question, Yes, it is possible if the second user is also admin , and as by default all shared templates are shared with other admins.
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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.
Short version: Does the DocuSign API have the ability to send different templates from different user accounts?
Long version: We have a web form that gathers information - chooses the template id and pre-fills info into a form and then sends it along to signers. Right now our programmer coded a procedure that sends all templates out of one user account so all docs are listed in one account. We want to change that so different templates originate from different user accounts which can be easily determined at the template creation point.
Is this possible? If so, what is the API call or specs to make this happen? Is there anything on the account side that needs to change?
Yes there's a solution for this, but first let me clarify. You can only send from a template that's in your account.. you can not access templates from other accounts.
With that said, all of you have to do is copy or migrate the templates into the account that you want to send from. There's two general methods of doing this:
Manually download the templates from the first account then re-upload into the second account using the DocuSign website.
Programmatically download the templates from account A then create (or POST) the templates up into the second account.
Obviously you'll need valid user credentials from each account to be able to access the templates and upload, and I believe only users with Admin privileges can do this.
For #1 here's a guide that explains how to download/upload templates through the DocuSign UI: https://support.docusign.com/en/guides/ndse-user-guide-download-template
For #2 see the Templates: get call to retrieve a single template, see Templates: list to list all account templates, and see Templates: create to upload (or create) a new one in a given account.
We are using DocuSign REST API (DocuSign C# Client) to create a DocuSign account for our clients. An account is created successfully, but when the user login that account on DocuSign Web (New UI) then they do not get "Go to Admin" menu in admin preferences. Is there any settings that we need to apply while creating DocuSign account. We are using DocuSign C# Client to create an account and applying only email and user name.
Also, we want to update some DocuSign account settings using REST API. But some parameters are not getting updated. When I checked the API log and found that parameter which we want to modify its read only. Below what i found from API log.
"allowEnvelopeCorrect":"false","allowEnvelopeCorrectMetadata":{"rights":"read_only","uiHint":"available"}
See my answer below on another thread, I would try to explicitly call canManageAccount and see if the permission gets set. It may still need to be done in SOAP.
Fail to update user's "Manage Account" permission through "Modify User Account Settings" API
Are you creating new accounts through the API or just adding new users to an account?
There's actually a bug in the platform currently that will be fixed soon - the bug is that for single user accounts the Go To Admin link in the menu drop menu is not available. I believe this might be causing your issue. Starting tomorrow you should be able to access the Admin menu directly through - admin.docusign.com/auth - and I think next week the actual menu item should be enabled and bug fixed.
-- By Ergin
It has been fixed Now.. Thanks.
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.
I have an administrator account in Drupal 6 and I have a lot of posts. I have then created a new authenticated user. When I log in using the new account, I can see all the posts the admin had posted even though the account I'm logged is not administrator account. I want to specify what posts the new account can only see. Is it on how my posts were posted using the administrator account or how my new account is created. Is there a way I can manage the administrator posts such that only administrator accounts can see it? Guide me here.. Thanks.
You're probably looking for the Content Access module:
This module allows you to manage permissions for content types by role and author. It allows you to specifiy custom view, edit and delete permissions for each content type. Optionally you can enable per content access settings, so you can customize the access for each content node.