Configure DocuSign auto-provisioning

You can set up automated user provisioning (autoprovisioning) so that any changes you make to user accounts in Google Workspace are automatically synced with this third-party app.

Automated user provisioning operates only on active, suspended, or deleted users. It doesn't include archived users.

Before you begin: Set up SSO for this app

Set up auto-provisioning for the DocuSign application

Note: Before you can set up auto-provisioning for DocuSign, you need two pieces of information from your DocuSign account, the account ID and the account instance.

• The account ID is available in your DocuSign account. Sign in to your account, then click the user icon at top right to view your account information, including account ID.
• Request your account instance from DocuSign support.

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the DocuSign application.
4. In the Auto-provisioning section, click Configure auto-provisioning.
5. Click Authorize. DocuSign opens in the same tab.

   You're asked for an authorization by DocuSign. If you haven't signed into your DocuSign administrator account before clicking Authorize, you're prompted to sign in.

   Important: You might have to reauthorize if the admin password for DocuSign changes. Changing the admin password will cause the original authorization to be revoked.

6. Click Continue.
7. Edit the Endpoint URL, replacing {instance} and {AccountId} with the values for your DocuSign account. (See the note at the start of this procedure about how to get these values.)
8. Click Continue.
9. Verify that all mandatory DocuSign attributes (those marked with an *) are mapped to Google Cloud Directory attributes. If not, click the Down arrow  and map to the appropriate attribute.
10. Click Continue.
11.  (Optional) Restrict provisioning to specific groups:
    1. Enter all or part of a group name in the Search groups field.
       A list of available groups appears. Select a group to add it and open a new search field.
    2. If necessary, add more groups and choose a scope. 
    3. To remove any group you added, click  next to it.
12. Once you’re done, click Continue.
13. Choose how long deprovisioning actions should be delayed before taking effect. You can set the time to: within 24 hours or after one, 7, or 30 days. Select at least one of these options:
    • When an app is turned off for the user, hard delete their account after [number of days].
    • When a user is suspended on Google, hard delete their account after [number of days].
    • When a user is deleted from Google, hard delete their account after [number of days].

    Tip: Always set more time before hard deleting a user's account than for suspending a user's account.

14. Click Finish.
15. In the Auto-provisioning section, click the activation slider.

    Note: The activation slider is disabled if DocuSign isn’t turned on for any users. Click User access and turn the app on to enable the slider.

16. In the confirmation dialog box, click Turn on.

Display auto-provisioning

Once provisioning is on, Google starts collecting usage information. You'll see the usage information in the Auto-provisioning section. There won't be any numbers next to the event names until you enable provisioning.

The following event names provide the usage information for the last 30 days:

• Users created
• Users suspended
• Users deleted
• Failures

For more information, see Monitor automated user provisioning.

Edit provisioning scope

You may want to restrict the scope of provisioning to members of groups you define. 

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the DocuSign application.
4. Click the Auto-provisioning section to open the settings page.
5. Under Provisioning scope, click Edit.
6. Enter all or part of a group name in the Search groups field. A list of available groups appears.
   1. Select a group to add it and open a new search field.
   2. If necessary, add more groups and choose a scope. 
   3. To remove any group you added, click  next to it.

   If a group has users from a secondary domain or from outside the organization, those users are not provisioned.

7. Once you’re done, click Update.

The next time you edit provisioning scope, the groups you added appear in the Provisioning scope window. If you turned on the DocuSign application for a set of organizational units, the provisioning scope is restricted to those users in the added groups who are also members of those organizations.

Deactivate auto-provisioning

To disable auto-provisioning for the DocuSign application without losing all the configuration information:

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the DocuSign application.
4. Do one of the following:
   • In the Auto-provisioning section, click the activation slider.
   • Click the Auto-provisioning section to open the settings page, then click StatusTurn off.
5. In the confirmation dialog box, click Turn off. 

Define deprovisioning timeframes

To define how long deprovisioning actions should be delayed before taking effect:

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the DocuSign application.
4. Click the Auto-provisioning section to open the settings page.
5. Under Deprovisioning, click Edit.
6. Choose how long deprovisioning actions should be delayed before taking effect. You can set the time to: within 24 hours or after one, 7, or 30 days. Select at least one of these options:
   • When an app is turned off for the user, hard delete their account after [number of days].
   • When a user is suspended on Google, hard delete their account after [number of days].
   • When a user is deleted from Google, hard delete their account after [number of days].

   Tip: Always set more time before hard deleting a user's account than for suspending a user's account.

7. Click Update to save your edited deprovisioning configuration.

Remove auto-provisioning

To disable auto-provisioning for the DocuSign application and remove all the configuration information:

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Open the DocuSign application.
4. Click the Auto-provisioning section to open the settings page.
5. Under Delete configuration, click Delete.
6. Click Delete to both deactivate auto-provisioning and remove all the configuration information.
   Existing users on DocuSign will not be deprovisioned.

Important: If automatic provisioning stops and you need to reauthorize the application

If the admin password for DocuSign has changed, automatic provisioning will stop working. In this case, the original authorization is revoked by DocuSign, and you must reauthorize automatic provisioning.

1. Sign in to your Google Admin console.

   Sign in using your administrator account (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.

3. Click the DocuSign application.
4. Click the Auto-provisioning section to open the settings page.
5. Under App authorization, click Reauthorize.
6. Click Re-authorize.

   If you haven't recently signed in to DocuSign, you may need to sign in during reauthorization.

After reauthorization completes, you're returned to the Auto-provisioning settings page in the Admin console.

Note: Your third-party application might revoke authorization for reasons other than the admin password changing. These reasons can include account inactivity, for example. Check with the documentation for the third-party application for scenarios in which authorization can be revoked.

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