DocuSign - Everyone Group

[Sahanaa08]

Hi Team,

We recently integrated DocuSign application to the Saviynt environment(23.8). We did find a bug where the accounts are not getting linked with the default group existing in DocuSign i.e., Everyone.

Under the endpoint accounts, when we open an active application account and verify under entitlement hierarchy the other groups are visible for example "Administrators" but the default group that exists in DocuSign which is called "Everyone" is not being displayed here. 

We also tried verifying all the accounts that exists under this entitlement but there was no account shown in the page that has this entitlement mapped.

We did verify at DocuSign application end that there are multiple users that have "Everyone" entitlement.

Regards,
Sahana

[rushikeshvartak]

Please share REST API configuration (JSON) and postman output that Everyone is assigned to account.

[Sahana]

Hi,

Here I added the  JSON and postman output

Import JSON

{
"accountParams": {
"connection": "userAuth",
"processingType": "SequentialAndIterative",
"call": {
"call1": {
"callOrder": 0,
"stageNumber": 0,
"http": {
"url": "XXXXX/restapi/v2.1/accounts/XXXXX/users",
"httpHeaders": {
"Authorization": "${access_token}"
},
"httpContentType": "application/json",
"httpMethod": "GET"
},
"listField": "users",
"keyField": "accountID",
"colsToPropsMap": {
"accountID":"userId~#~char",
"name":"email~#~char",
"status":"userStatus~#~char",
"customproperty1":"email~#~char",
"customproperty2":"firstName~#~char",
"customproperty3":"lastName~#~char",
"customproperty4":"userId~#~char",
"customproperty5":"userStatus~#~char",
"customproperty6":"userName~#~char",
"customproperty7":"userType~#~char",
"customproperty8":"permissionProfileId~#~char",
"customproperty9":"permissionProfileName~#~char",
"customproperty10":"jobTitle~#~char",
"customproperty11":"uri~#~char",
"customproperty12":"isAdmin~#~char",
"customproperty13":"createdDateTime~#~char"
}
}
}
},
"entitlementParams": {
"connection": "userAuth",
"processingType": "SequentialAndIterative",
"entTypes": {
"Group": {
"entTypeOrder": 0,
"call": {
"call1": {
"callOrder": 0,
"stageNumber": 0,
"http": {
"url": "XXXXX/restapi/v2.1/accounts/XXXXX/groups",
"httpHeaders": {
"Authorization": "${access_token}"
},
"httpContentType": "application/json",
"httpMethod": "GET"
},
"listField": "groups",
"keyField": "entitlementID",
"colsToPropsMap": {
"entitlementID": "groupId~#~char",
"entitlement_value": "groupName~#~char",
"customproperty1": "permissionProfileId~#~char",
"customproperty2": "groupType~#~char"
}
}
}
}
}
},
"acctEntParams": {
"processingType": "httpEntToAcct",
"entTypes": {
"Group": {
"call": {
"call1": {
"connection": "userAuth",
"acctKeyField": "accountID",
"callOrder": 0,
"stageNumber": 1,
"http": {
"httpHeaders": {
"Authorization": "${access_token}"
},
"url": "XXXXX/restapi/v2.1/accounts/XXXXX/groups/${id}/users",
"httpContentType": "application/x-www-form-urlencoded",
"httpMethod": "GET"
},
"listField": "users",
"entKeyField": "entitlementID",
"acctIdPath": "userId"
}
}
}
}
}
}

Postman Output

{
"userName": "XXXX",
"userId": "XXXX",
"userType": "CompanyUser",
"isAdmin": "False",
"isNAREnabled": "false",
"userStatus": "Active",
"uri": "/users/XXXXX",
"email": "XXXXX",
"createdDateTime": "2023-12-28T12:36:58.4330000Z",
"userAddedToAccountDateTime": "2023-12-28T12:36:58.4330000Z",
"firstName": "XXXXXX",
"lastName": "XXXX
"jobTitle": "XXX
"company": "",
"permissionProfileId": "",
"permissionProfileName": "",
"userSettings": {
"canManageAccount": "false",
"accountManagementGranular": {
"canManageUsers": "false",
"canManageAdmins": "false",
"canManageSharing": "false",
"canManageEnvelopeTransfer": "false",
"canManageAccountSettings": "false",
"canManageReporting": "false",
"canManageAccountSecuritySettings": "false",
"canManageSigningGroups": "false",
"canManageDocumentRetention": "false",
"canManageConnect": "false",
"canViewUsers": "false",
"canManageGroupsButNotUsers": "false",
"canManageStamps": "false",
"canManageJointAgreements": "false"
},
"canSendEnvelope": "false",
"canSendAPIRequests": "false",
"apiAccountWideAccess": "false",
"enableVaulting": "false",
"vaultingMode": "none",
"enableTransactionPoint": "true",
"enableSequentialSigningAPI": "true",
"enableSequentialSigningUI": "true",
"enableDSPro": "false",
"powerFormMode": "user",
"allowPowerFormsAdminToAccessAllPowerFormEnvelope": "false",
"canEditSharedAddressbook": "use_private_and_shared",
"manageClickwrapsMode": "none",
"enableSignOnPaperOverride": "false",
"enableSignerAttachments": "true",
"allowSendOnBehalfOf": "false",
"canManageTemplates": "none",
"allowEnvelopeTransferTo": "false",
"allowRecipientLanguageSelection": "true",
"apiCanExportAC": "false",
"bulkSend": "false",
"canChargeAccount": "true",
"canManageDistributor": "false",
"canSignEnvelope": "true",
"newSendUI": "false",
"recipientViewedNotification": "false",
"templateActiveCreation": "false",
"templateApplyNotify": "true",
"templateAutoMatching": "true",
"templateMatchingSensitivity": "80",
"templatePageLevelMatching": "false",
"transactionPointSiteNameURL": "",
"transactionPointUserName": "",
"timezoneOffset": "tz_66_pacific",
"timezoneMask": "",
"timezoneDST": "",
"modifiedBy": "",
"modifiedPage": "",
"modifiedDate": "12/28/2023 12:36:58 pm",
"adminOnly": "false",
"selfSignedRecipientEmailDocument": "include_link",
"signerEmailNotifications": {
"envelopeActivation": "true",
"envelopeComplete": "true",
"carbonCopyNotification": "true",
"certifiedDeliveryNotification": "true",
"envelopeDeclined": "true",
"envelopeVoided": "true",
"envelopeCorrected": "true",
"reassignedSigner": "true",
"purgeDocuments": "true",
"faxReceived": "true",
"documentMarkupActivation": "true",
"agentNotification": "true",
"offlineSigningFailed": "true",
"whenSigningGroupMember": "true",
"commentsReceiveAll": "true",
"commentsOnlyPrivateAndMention": "true"
},
"senderEmailNotifications": {
"envelopeComplete": "true",
"changedSigner": "true",
"senderEnvelopeDeclined": "true",
"withdrawnConsent": "true",
"recipientViewed": "true",
"deliveryFailed": "true",
"offlineSigningFailed": "true",
"purgeDocuments": "true",
"commentsReceiveAll": "true",
"commentsOnlyPrivateAndMention": "true",
"powerformResponsesLimitNotificationEmail": "true",
"clickwrapResponsesLimitNotificationEmail": "true"
},
"localePolicy": {
"cultureName": "en",
"nameFormat": "first_middle_last",
"initialFormat": "first1last1",
"addressFormat": "en_us",
"dateFormat": "mdyyyy",
"timeFormat": "none",
"calendarType": "gregorian",
"timeZone": "tz_66_pacific",
"currencyPositiveFormat": "csym_1_comma_234_comma_567_period_89",
"currencyNegativeFormat": "opar_csym_1_comma_234_comma_567_period_89_cpar",
"effectiveNameFormat": "first_middle_last",
"effectiveInitialFormat": "first1last1",
"effectiveAddressFormat": "en_us",
"effectiveDateFormat": "mdyyyy",
"effectiveTimeFormat": "hmmsstt",
"effectiveCalendarType": "gregorian",
"effectiveTimeZone": "tz_66_pacific",
"effectiveCurrencyPositiveFormat": "csym_1_comma_234_comma_567_period_89",
"effectiveCurrencyNegativeFormat": "opar_csym_1_comma_234_comma_567_period_89_cpar",
"currencyCode": "usd",
"effectiveCurrencyCode": "usd",
"signDateFormat": "mdyyyy",
"signTimeFormat": "none"
},
"locale": "en",
"canLockEnvelopes": "true",
"canUseScratchpad": "true",
"canCreateWorkspaces": "false",
"isWorkspaceParticipant": "false",
"allowEmailChange": "true",
"allowPasswordChange": "true",
"federatedStatus": "none",
"allowSupplementalDocuments": "true",
"supplementalDocumentsMustView": "true",
"supplementalDocumentsMustAccept": "true",
"supplementalDocumentsMustRead": "true",
"canManageOrganization": "false",
"expressSendOnly": "false",
"supplementalDocumentIncludeInDownload": "false",
"disableDocumentUpload": "false",
"disableOtherActions": "false",
"useAccountServerForPasswordChange": "true",
"isCommentsParticipant": "false",
"useAccountServerForEmailChange": "true",
"allowEsealRecipients": "false",
"sealIdentifiers": [],
"agreedToComments": "false",
"canUseSmartContracts": "false",
"canSendEnvelopesViaSMS": "false",
"webForms": "none",
"allowedOrchestrationAccess": "none"
},
"sendActivationOnInvalidLogin": "false",
"enableConnectForUser": "false",
"groupList": [
{
"groupId": "12142769",
"groupName": "Everyone",
"groupType": "everyoneGroup"
},
{
"groupId": "12674034",
"groupName": "Adminstrators",
"groupType": "adminGroup"
}
],
"workAddress": {
"address1": "",
"address2": "",
"city": "",
"stateOrProvince": "",
"postalCode": "",
"phone": "",
"country": ""
},
"defaultAccountId": "XXXXXXXXXXXX"
}

Regards,

Sahana

[rushikeshvartak]

Your API response in array and overwriting last entitlement

[Sahana]

Is that possible to fix this issue via Import JSON ?

Regards,

Sahana

[rushikeshvartak]

Yes you can manipulate json and try will share sample if any found

[Sahana]

Do you have any syntax along with mandatory field for the fix ?

Regards,

Sahana