Auvik SaaS Management’s integration with Docusign allows you to automate common employee lifecycle tasks - granting and revoking access to the applications when needed to ensure compliance and give techs time to work on higher value tasks. See real-time, in-depth license data to help you maintain control over your software usage and spend. This includes a breakdown by license type, associated usage details, and last login timestamps.
Prerequisites
Before installing the Docusign integration, ensure that you have:
- Required Auvik SaaS permissions to install integrations
- From the Partner Hub: Default Admin
- From the Client Hub: Client Admin
- A valid account for Docusign with any necessary administrative privileges required
- An active subscription for Docusign
- Any necessary API keys or access tokens (if applicable)
We recommend using a dedicated account with all integrations. This allows you to set a role with minimal permissions. The integration will stop working if this user’s account in Docusign is deactivated.
Configuration & Setup
The Docusign integration can be configured using OAuth2 protocol.
If Authenticating using OAuth;
- Select Configure
- Specify which Account you’d like to utilize if you have multiple accounts associated to the user, otherwise leave this blank
- Click Connect
- You may be directed to login to Docusign in a new browser tab - grant permissions to Workato if asked.
If you have configured the integration successfully you will be taken back to Auvik Saas Management and the Integration will showcase as ‘Connected’.
How to Leverage Docusign with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Delete and Close User
Onboarding
- Add User
License Data
- License Type Breakdown: a breakdown of the total and unused accounts by license type
- Real-time Updates: On demand license data refresh
- Last Login Timestamp: Showcase the last login time per account
User Count: See which users have leveraged the licensed account