Create User

Create a user in DocuSign.

Required fields are indicated in red.

Unless otherwise mentioned, all fields are text.

Options

  • Accounts (drop-down): choose from available DocuSign accounts
  • Organization (drop-down): choose from organizations associated with the selected DocuSign account

Input

Profile

  • Email: email address of the user

  • Username: username of the user

User Info

  • User ID: unique ID of the user

  • Default Account ID: default account ID associated with the user

  • User Type: type of the user

  • User Status (drop-down): status of the user's account, can be of one of these: ActivationRequired, ActivationSent, Active, Closed, or Disabled

  • Permission Profile ID: unique ID of the permission profile associated with the user, can be one of these: 2301416 (for the DocuSign Viewer profile), 2301415 (for the DocuSign Sender profile), or 2301414 (for the Account Administrator profile)

  • Permission Profile Name: name of the permission profile associated with the user

Personal

  • Password: password of the user

  • Title: title of the user

  • First Name: first name of the user

  • Middle Name: middle name of the user

  • Last Name: last name of the user

  • Suffix Name: suffix name of the user

  • Job Title: job title of the user

  • Company: name of the company the user is with

Additional

  • API Password: API password of the user

  • Is NAR Enabled (true/false): when true, National Association of Realtors (NAR) signature logos are enabled for the user

  • User Added to Account Date Time: the date and the time when the user was added to the DocuSign account

  • Connect Configurations (object): custom Connect configuration of the user

  • Is Admin: when true, the user's feature set is actively set as part of the plan

  • URI: URI containing the user ID

  • Created Date Time: the date and the time when the user was created in DocuSign

  • Country Code: the three-letter code of the user's country

  • Subscribe:

  • Enable Connect for User: when true, the user is enabled for updates from DocuSign Connect

  • Profile Image URI: URI of the user's profile image

  • User Profile Last Modified Date: the date and the time when the user was modified in DocuSign

  • Signature Image URI: URI of the image of the user's signature

  • Initials Image URI: URI of the image of the user's initials

User Settings: settings indicating the actions the user can perform

  • Settings(object): user's settings

Login Info

  • Login Status(drop-down): whether the user is currently logged in or not

  • Password Expiration: the date and the time when the user's password expires

  • Last Login: the date and the time when the user last logged in DocuSign

  • Send Activation Email: when true, an activation email is to be sent

  • Send Activation on Invalid Login: when true, additional activation email is sent if user's log on fails before the account is activated

  • Activation Accesss Code: access code provided to the user to activate the account

Custom Settings: user's custom settings

  • Settings(object): user's custom settings

Output

  • User ID: unique ID of the user

  • URI: URI containing the user ID

  • API Password: API password of the user

  • Email: email address of the user

  • Username: username of the user

  • Permission Profile ID: unique ID of the permission profile associated with the user, can be one of these: 2301416 (for the DocuSign Viewer profile), 2301415 (for the DocuSign Sender profile), or 2301414 (for the Account Administrator profile)

  • Permission Profile Name: name of the permission profile associated with the user

  • User Status (drop-down): status of the user's account, can be of one of these: ActivationRequired, ActivationSent, Active, Closed, or Disabled

  • Created Date Time: the date and the time when the user was created in DocuSign

See Also

DocuSign connector

About the elements of Okta Workflows

DocuSign Developer documentation