Tutorial: Azure Active Directory integration with DocuSign
In this tutorial, you learn how to integrate DocuSign with Azure Active Directory (Azure AD). Integrating DocuSign with Azure AD provides you with the following benefits:
- You can control in Azure AD who has access to DocuSign.
- You can enable your users to be automatically signed-in to DocuSign (Single Sign-On) with their Azure AD accounts.
- You can manage your accounts in one central location - the Azure portal.
If you want to know more details about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory. If you don't have an Azure subscription, create a free account before you begin.
To configure Azure AD integration with DocuSign, you need the following items:
- An Azure AD subscription. If you don't have an Azure AD environment, you can get a free account
- DocuSign single sign-on enabled subscription
In this tutorial, you configure and test Azure AD single sign-on in a test environment.
DocuSign supports SP initiated SSO
DocuSign supports Just In Time user provisioning
Adding DocuSign from the gallery
To configure the integration of DocuSign into Azure AD, you need to add DocuSign from the gallery to your list of managed SaaS apps.
To add DocuSign from the gallery, perform the following steps:
In the Azure portal, on the left navigation panel, click Azure Active Directory icon.
Navigate to Enterprise Applications and then select the All Applications option.
To add new application, click New application button on the top of dialog.
In the search box, type DocuSign, select DocuSign from result panel then click Add button to add the application.
Configure and test Azure AD single sign-on
In this section, you configure and test Azure AD single sign-on with DocuSign based on a test user called Britta Simon. For single sign-on to work, a link relationship between an Azure AD user and the related user in DocuSign needs to be established.
To configure and test Azure AD single sign-on with DocuSign, you need to complete the following building blocks:
- Configure Azure AD Single Sign-On - to enable your users to use this feature.
- Configure DocuSign Single Sign-On - to configure the Single Sign-On settings on application side.
- Create an Azure AD test user - to test Azure AD single sign-on with Britta Simon.
- Assign the Azure AD test user - to enable Britta Simon to use Azure AD single sign-on.
- Create DocuSign test user - to have a counterpart of Britta Simon in DocuSign that is linked to the Azure AD representation of user.
- Test single sign-on - to verify whether the configuration works.
Configure Azure AD single sign-on
In this section, you enable Azure AD single sign-on in the Azure portal.
To configure Azure AD single sign-on with DocuSign, perform the following steps:
In the Azure portal, on the DocuSign application integration page, select Single sign-on.
On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.
On the Set up Single Sign-On with SAML page, click Edit icon to open Basic SAML Configuration dialog.
On the Basic SAML Configuration section, perform the following steps:
a. In the Sign on URL text box, type a URL using the following pattern:
b. In the Identifier (Entity ID) text box, type a URL using the following pattern:
These values are not real. Update these values with the actual Sign-On URL and Identifier which is explained later View SAML 2.0 Endpoints section in the tutorial.
On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Certificate (Base64) from the given options as per your requirement and save it on your computer.
On the Set up DocuSign section, copy the appropriate URL(s) as per your requirement.
a. Login URL
b. Azure AD Identifier
c. Logout URL
Configure DocuSign Single Sign-On
In a different web browser window, sign to your DocuSign admin portal as an administrator.
On the top right of the page click on profile logo and then click on Go to Admin.
On your domain solutions page, click on Domains
Under the Domains section, click CLAIM DOMAIN.
On the Claim a domain dialog, in the Domain Name textbox, type your company domain, and then click CLAIM. Make sure that you verify the domain and the status is active.
On your domain solutions page, click Identity Providers.
Under Identity Providers section, click ADD IDENTITY PROVIDER.
On the Identity Provider Settings page, perform the following steps:
a. In the Name textbox, type a unique name for your configuration. Do not use spaces.
b. In the Identity Provider Issuer textbox, paste the value of Azure AD Identifier, which you have copied from Azure portal.
c. In the Identity Provider Login URL textbox, paste the value of Login URL, which you have copied from Azure portal.
d. In the Identity Provider Logout URL textbox, paste the value of Logout URL, which you have copied from Azure portal.
e. Select Sign AuthN request.
f. As Send AuthN request by, select POST.
g. As Send logout request by, select GET.
h. In the Custom Attribute Mapping section, click on ADD NEW MAPPING.
i. Choose the field you want to map with Azure AD Claim. In this example, the emailaddress claim is mapped with the value of http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress. It is the default claim name from Azure AD for email claim and then click SAVE.
Use the appropriate User identifier to map the user from Azure AD to DocuSign user mapping. Select the proper Field and enter the appropriate value based on your organization settings.
j. In the Identity Provider Certificates section, click ADD CERTIFICATE, and then upload the certificate you have downloaded from Azure AD portal and click SAVE.
k. In the Identity Providers section, click ACTIONS, and then click Endpoints.
l. In the View SAML 2.0 Endpoints section on DocuSign admin portal, perform the following steps:
Copy the Service Provider Issuer URL, and then paste it into the Identifier textbox in Basic SAML Configuration section on the Azure portal.
Copy the Service Provider Login URL, and then paste it into the Sign On URL textbox in Basic SAML Configuration section on the Azure portal.
Create an Azure AD test user
The objective of this section is to create a test user in the Azure portal called Britta Simon.
In the Azure portal, in the left pane, select Azure Active Directory, select Users, and then select All users.
Select New user at the top of the screen.
In the User properties, perform the following steps.
a. In the Name field enter BrittaSimon.
b. In the User name field type firstname.lastname@example.org. For example, BrittaSimon@contoso.com
c. Select Show password check box, and then write down the value that's displayed in the Password box.
d. Click Create.
Assign the Azure AD test user
In this section, you enable Britta Simon to use Azure single sign-on by granting access to DocuSign.
In the Azure portal, select Enterprise Applications, select All applications, then select DocuSign.
In the applications list, select DocuSign.
In the menu on the left, select Users and groups.
Click the Add user button, then select Users and groups in the Add Assignment dialog.
In the Users and groups dialog select Britta Simon in the Users list, then click the Select button at the bottom of the screen.
If you are expecting any role value in the SAML assertion then in the Select Role dialog select the appropriate role for the user from the list, then click the Select button at the bottom of the screen.
In the Add Assignment dialog click the Assign button.
Create DocuSign test user
In this section, a user called Britta Simon is created in DocuSign. DocuSign supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in DocuSign, a new one is created after authentication.
If you need to create a user manually, contact DocuSign support team.
Test single sign-on
In this section, you test your Azure AD single sign-on configuration using the Access Panel.
When you click the DocuSign tile in the Access Panel, you should be automatically signed in to the DocuSign for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.