The DocuSign connector for Elimity Insights fetches users, groups and permission profiles for a DocuSign organization so you can keep in control of your environment.

Follow the instructions below to set up the connector for your environment.

How it works

• Elimity Insights periodically fetches users, groups and permission profiles for a DocuSign organization.
• Write Elimity Insights queries to review and monitor updates to the data, or leverage existing queries.
• Configure these stored queries to take action when the Elimity Insights data changes.

Integration requirements

Setting up a DocuSign source in Elimity Insights requires:

• a dedicated DocuSign user account with admin access to your organizations, and
• a user in Elimity Insights with the role Connector Admin or higher.

Integration instructions

1. Granting read-only impersonation access to your dedicated DocuSign user account

As mentioned previously, we recommend creating a dedicated user account in DocuSign with admin access to the organizations you want to import from. The connector will impersonate this user account to read the necessary information from DocuSign.

To then grant this read-only impersonation access, visit https://docusign.gateways.elimity.com/login in a private browser window and log in with the dedicated user account. After granting the requested access your browser should download a `credential.json` file, which you'll need to configure the connector in Elimity Insights.

2. Creating a source in Elimity Insights

In Elimity Insights you can now create a new DocuSign source providing the following configuration:

• Credential: upload the `credential.json` file you obtained in step 1