ConductorOne Docs

DocuSign integration

ConductorOne provides identity governance for DocuSign. Integrate your DocuSign instance with ConductorOne to run user access reviews (UARs) and enable just-in-time access requests.

Overview

DocuSign is a popular document signing solution. DocuSign allows organizations to collaborate on documents, and enables virtual signatures.

Availability

โœ… General availability. The DocuSign connector is available to all ConductorOne users.

Capabilities

  • Sync user identities from DocuSign to ConductorOne
  • Resources supported:
    • DocuSign Groups
    • DocuSign Signing Groups
    • DocuSign Permission Profiles

Set up the DocuSign integration

A user with the Super Administrator role in ConductorOne must perform this task.

Does your company use multiple DocuSign accounts? If you want to integrate with multiple DocuSign accounts, it’s best to create a new application in ConductorOne for each account. (Each application will automatically be named DocuSign when it is created, but you can edit this on the application’s details page.)

Using a separate application for each account helps to ensure that you and your colleagues can choose the correct entitlements when creating access review campaigns or requesting access to DocuSign.

  1. In ConductorOne, open Admin and click Integrations > DocuSign.

  2. If this is your first DocuSign integration, the integration form opens automatically. Otherwise, click Add connector.

  3. Choose whether to add the new DocuSign connector to an existing application (and select the app of your choice) or to create a new application.

    Do you SSO into DocuSign using your identity provider (IdP)? If so, make sure to add the connector to the DocuSign app that was created automatically when you integrated your IdP with ConductorOne, rather than creating a new app.

  1. Set the integration owner for this connector. You can manage the integration yourself, or choose someone else from the list of ConductorOne users. Setting multiple integration owners is allowed.

    A DocuSign integration owner must have the following permissions:

    • Integration Administrator or Super Administrator role in ConductorOne
    • Admin Permission Profile access in DocuSign
  1. Click Create and add details.

Next steps

  • If you are the integration owner, proceed to Integrate your DocuSign instance for instructions on integrating DocuSign with ConductorOne.

  • If someone else is the integration owner, ConductorOne will notify them by email that their help is needed to complete the integration.

Integrate your DocuSign instance

A user with the Integration Administrator or Super Administrator role in ConductorOne and Admin Permission Profile access in DocuSign must perform this task.

Step 1: Log in with OAuth

  1. In ConductorOne, open Admin and click Integrations > DocuSign.

  2. In the list of connectors, locate and click on the name of the connector with the Not connected label.

  3. Optional. If you have more than one DocuSign account, add the DocuSign API Account ID so that the integration is set up to pull the correct data. If you do not specify an account ID, ConductorOne will use the default account for the user (that’s likely you!) who logs into DocuSign with Oauth in Step 4. To add an account ID:

    • In DocuSign Admin, navigate to the Apps and Keys page.
    • Click to copy the API Account ID for the account you wish to integrate.
    • Return to ConductorOne. In the Settings area of the page, click Edit.
    • Paste the API Account ID into the Account ID field.
    • Click Save.
  4. Click Login with OAuth.

  5. Log in and authorize ConductorOne with your DocuSign instance.

  6. After authorizing, you’ll be redirected back to the ConductorOne integrations page, where an “Authorized as” message is now printed.

  7. The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.

That’s it! Your DocuSign instance is now integrated with ConductorOne.

Configure the DocuSign integration using Terraform

As an alternative to the integration process described above, you can use Terraform to configure the integration between DocuSign and ConductorOne.

See the ConductorOne DocuSign integration resource page in the ConductorOne Terraform registry for example usage and the full list of required and optional parameters.