DocuSign Capabilities
Last updated: October 7, 2024
After this article...
You'll understand the capabilities our DocuSign integration provides, and how Lumos interacts with the DocuSign API.
View users
The mapping between DocuSign user statuses and Lumos user account statuses is below.
DocuSign User Status | Lumos Account Status |
The user has at least one "active" account membership across your organizations | Active |
The user has no "active" accounts, but at least one "activation_sent" account | Access Created |
The user has no "active" or "activation_sent" accounts, but at least one "activation_required" account. | Staged |
The user only has "closed" or "disabled" account memberships. | Deprovisioned |
DocuSign API endpoint: https://developers.docusign.com/docs/admin-api/reference/usermanagement/users/getusers/ (we use the "status" for the user's memberships)
View a user's entitlements
Lumos can retrieve the following user entitlements from DocuSign.
Role - The user's roles in your DocuSign organization (DocuSign Sender, DocuSign Viewer, etc.)
DocuSign API endpoint: https://developers.docusign.com/docs/admin-api/reference/usermanagement/esignusermanagement/getuserprofiles/ (we retrieve the "permission_profile")
Deprovision a user
AppStore | Offboarding | Access Reviews | License Management |
N/A | ✅ | ✅ | ✅ |
In Lumos, deprovisioning a DocuSign user marks their Account Status as "Deprovisioned".
In DocuSign, this action removes the user's memberships to all of the accounts they belong to in your DocuSign organization.
Users with the Role "Organization Admin" cannot be deprovisioned via the DocuSign API. Any attempt to deprovision these users in Lumos will fail.
This action reclaims a license in DocuSign.
DocuSign API endpoint: https://developers.docusign.com/docs/admin-api/reference/users/users/closememberships/