Tutorial: Configure DocuSign for automatic user provisioning

The objective of this tutorial is to show you the steps you need to perform in DocuSign and Azure AD to automatically provision and de-provision user accounts from Azure AD to DocuSign.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following items:

  • An Azure Active directory tenant.
  • A DocuSign single sign-on enabled subscription.
  • A user account in DocuSign with Team Admin permissions.

Assigning users to DocuSign

Azure Active Directory uses a concept called "assignments" to determine which users should receive access to selected apps. In the context of automatic user account provisioning, only the users and groups that have been "assigned" to an application in Azure AD are synchronized.

Before configuring and enabling the provisioning service, you need to decide what users and/or groups in Azure AD represent the users who need access to your DocuSign app. Once decided, you can assign these users to your DocuSign app by following the instructions here:

Assign a user or group to an enterprise app

Important tips for assigning users to DocuSign

  • It is recommended that a single Azure AD user is assigned to DocuSign to test the provisioning configuration. Additional users may be assigned later.

  • When assigning a user to DocuSign, you must select a valid user role. The "Default Access" role does not work for provisioning.

Note

Azure AD does not support group provisioning with the Docusign application, only users can be provisioned.

Enable User Provisioning

This section guides you through connecting your Azure AD to DocuSign's user account provisioning API, and configuring the provisioning service to create, update, and disable assigned user accounts in DocuSign based on user and group assignment in Azure AD.

Tip

You may also choose to enabled SAML-based Single Sign-On for DocuSign, following the instructions provided in Azure portal. Single sign-on can be configured independently of automatic provisioning, though these two features compliment each other.

To configure user account provisioning:

The objective of this section is to outline how to enable user provisioning of Active Directory user accounts to DocuSign.

  1. In the Azure portal, browse to the Azure Active Directory > Enterprise Apps > All applications section.

  2. If you have already configured DocuSign for single sign-on, search for your instance of DocuSign using the search field. Otherwise, select Add and search for DocuSign in the application gallery. Select DocuSign from the search results, and add it to your list of applications.

  3. Select your instance of DocuSign, then select the Provisioning tab.

  4. Set the Provisioning Mode to Automatic.

    provisioning

  5. Under the Admin Credentials section, provide the following configuration settings:

    a. In the Admin User Name textbox, type a DocuSign account name that has the System Administrator profile in DocuSign.com assigned.

    b. In the Admin Password textbox, type the password for this account.

  6. In the Azure portal, click Test Connection to ensure Azure AD can connect to your DocuSign app.

  7. In the Notification Email field, enter the email address of a person or group who should receive provisioning error notifications, and check the checkbox.

  8. Click Save.

  9. Under the Mappings section, select Synchronize Azure Active Directory Users to DocuSign.

  10. In the Attribute Mappings section, review the user attributes that are synchronized from Azure AD to DocuSign. The attributes selected as Matching properties are used to match the user accounts in DocuSign for update operations. Select the Save button to commit any changes.

  11. To enable the Azure AD provisioning service for DocuSign, change the Provisioning Status to On in the Settings section

  12. Click Save.

It starts the initial synchronization of any users assigned to DocuSign in the Users and Groups section. The initial sync takes longer to perform than subsequent syncs, which occur approximately every 40 minutes as long as the service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity logs, which describe all actions performed by the provisioning service on your DocuSign app.

For more information on how to read the Azure AD provisioning logs, see Reporting on automatic user account provisioning.

Additional resources