Tutorial: Azure Active Directory single sign-on (SSO) integration with DocuSign

In this tutorial, you'll learn how to integrate DocuSign with Microsoft Azure Active Directory (Azure AD). When you integrate DocuSign with Azure AD, you can:

  • Use Azure AD to control who has access to DocuSign.
  • Enable automatic sign-in to DocuSign for your users through their Azure AD accounts.
  • Manage your accounts in one central location: the Azure portal.

To learn more about software as a service (SaaS) app integration with Azure AD, see Single sign-on to applications in Azure AD.

Prerequisites

To get started, you need the following items:

  • An Azure AD subscription. If you don't have a subscription, you can get a free account.
  • A DocuSign subscription that's single sign-on (SSO) enabled.

Scenario description

In this tutorial, you'll configure and test Azure AD SSO in a test environment to verify that:

To configure the integration of DocuSign into Azure AD, you must add DocuSign from the gallery to your list of managed SaaS apps:

  1. Sign in to the Azure portal by using a work or school account, or by using a personal Microsoft account.
  2. In the navigation pane on the left, select the Azure Active Directory service.
  3. Go to Enterprise Applications and then select All Applications.
  4. To add a new application, select New application.
  5. In the Add from the gallery section, type DocuSign in the search box.
  6. Select DocuSign from the results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Azure AD single sign-on for DocuSign

Configure and test Azure AD SSO with DocuSign by using a test user named B.Simon. For SSO to work, you must establish a link relationship between an Azure AD user and the corresponding user in DocuSign.

To configure and test Azure AD SSO with DocuSign, complete the following building blocks:

  1. Configure Azure AD SSO so that your users can use this feature.
    1. Create an Azure AD test user to test Azure AD single sign-on with B.Simon.
    2. Assign the Azure AD test user to enable B.Simon to use Azure AD single sign-on.
  2. Configure DocuSign SSO to configure the single sign-on settings on the application side.
    1. Create a DocuSign test user to generate a counterpart of B.Simon in DocuSign that's linked to the Azure AD representation of the user.
  3. Test SSO to verify that the configuration works.

Configure Azure AD SSO

To enable Azure AD SSO in the Azure portal, follow these steps:

  1. In the Azure portal, on the DocuSign application integration page, find the Manage section, and then select single sign-on.

  2. On the Select a single sign-on method page, select SAML.

  3. On the Set up single sign-on with SAML page, select the pen icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  4. In the Basic SAML Configuration section, follow these steps:

    a. In the Sign on URL box, enter a URL using the following pattern: https://<subdomain>.docusign.com/organizations/<OrganizationID>/saml2/login/sp/<IDPID>

    b. In the Identifier (Entity ID) box, enter a URL using the following pattern: https://<subdomain>.docusign.com/organizations/<OrganizationID>/saml2

    Note

    These bracketed values are placeholders. Replace them with the values in the actual sign-on URL and Identifier. These details are explained in the "View SAML 2.0 Endpoints" section later in this tutorial.

  5. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64). Select Download to download the certificate and save it on your computer.

    The Certificate download link

  6. In the Set up DocuSign section, copy the appropriate URL (or URLs) based on your requirements.

    Copy configuration URLs

Create an Azure AD test user

In this section, you'll create a test user named B.Simon in the Azure portal.

  1. In the left pane of the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. At the top of the screen, select New user.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User name field, enter <username>@<companydomain>.<extension>. For example: B.Simon@contoso.com.
    3. Select the Show password check box, and then make note of the value that's displayed in the Password box.
    4. Select Create.

Assign the Azure AD test user

In this section, you'll grant B.Simon access to DocuSign so that this user can use Azure single sign-on.

  1. In the Azure portal, select Enterprise Applications, and then select All applications.

  2. In the applications list, select DocuSign.

  3. On the app's overview page, find the Manage section and select Users and groups.

    The "Users and groups" link

  4. Select Add user, and then in the Add Assignment dialog box, select Users and groups.

    The Add User link

  5. In the Users and groups dialog box, select B.Simon from the Users list, and then press the Select button at the bottom of the screen.

  6. If you're expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then press the Select button at the bottom of the screen.

  7. In the Add Assignment dialog box, select the Assign button.

Configure DocuSign SSO

  1. To automate the configuration in DocuSign, you must install the My Apps Secure Sign-in browser extension by selecting Install the extension.

    My apps extension

  2. After you add the extension to the browser, select Setup DocuSign. You're directed to the DocuSign application. From there, provide the admin credentials to sign in to DocuSign. The browser extension automatically configures the application and automates steps 3 through 5.

    Setup configuration

  3. If you want to set up DocuSign manually, open a new web browser window and sign in to your DocuSign company site as an administrator.

  4. In the upper-right corner of the page, select the profile logo, and then select Go to Admin.

    Go to Admin under Profile

  5. On your domain solutions page, select Domains.

    Domain Solutions/Domains

  6. In the Domains section, select CLAIM DOMAIN.

    Claim Domain option

  7. In the Claim a Domain dialog box, in the Domain Name box, type your company domain, and then select CLAIM. Make sure you verify the domain and that its status is active.

    Claim a Domain/Domain Name dialog

  8. On the domain solutions page, select Identity Providers.

    Identity Providers option

  9. In the Identity Providers section, select ADD IDENTITY PROVIDER.

    Add Identity Provider option

  10. On the Identity Provider Settings page, follow these steps:

    Identity Provider Settings fields

    a. In the Name box, type a unique name for your configuration. Don't use spaces.

    b. In the Identity Provider Issuer box, paste the Azure AD Identifier value, which you copied from the Azure portal.

    c. In the Identity Provider Login URL box, paste the Login URL value, which you copied from Azure portal.

    d. In the Identity Provider Logout URL box, paste the value of Logout URL, which you copied from Azure portal.

    e. Select Sign AuthN request.

    f. For Send AuthN request by, select POST.

    g. For Send logout request by, select GET.

    h. In the Custom Attribute Mapping section, select ADD NEW MAPPING.

    Custom Attribute Mapping UI

    i. Choose the field you want to map to the 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. That's the default claim name from Azure AD for the email claim. Select SAVE.

    Custom Attribute Mapping fields

    Note

    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, select ADD CERTIFICATE, upload the certificate you downloaded from Azure AD portal, and select SAVE.

    Identity Provider Certificates/Add Certificate

    k. In the Identity Providers section, select ACTIONS, and then select Endpoints.

    Identity Providers/Endpoints

    l. In the View SAML 2.0 Endpoints section of the DocuSign admin portal, follow these steps:

    1. Copy the Service Provider Issuer URL, and then paste it into the Identifier box in Basic SAML Configuration section in the Azure portal.

    2. Copy the Service Provider Login URL, and then paste it into the Sign On URL box in Basic SAML Configuration section in the Azure portal.

    3. Select Close.

    View SAML 2.0 Endpoints

Create DocuSign test user

In this section, a user named B.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.

Note

If you need to create a user manually, contact the DocuSign support team.

Test SSO

In this section, you test your Azure AD single sign-on configuration by using the Access Panel.

When you select the DocuSign tile in the Access Panel, you should be automatically signed in to the DocuSign instance for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources