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Hi,

I have successfully setup our app integration in the demo environment using my developer account.

I am using JWT Grant authentication with the app using my developer account for impersonation.

After testing the app using my account (created envelops, got emails for sigs, etc.), I then created another developer account for our Compliance Manager as ultimately the app and all the created envelopes should be under her account.

I successfully revoked my authorization grant of the app and use her account to re-grant authentication to it and also switched the impersonation user ID in the App from my ID to hers. It is her User ID that is now used to obtain the access token in the App. The app does show up under her developer account now.

The app is successfully creating envelops and the emails correctly show her name as the sender.

However, all the envelops that are been created by the App using her account for impersonation still show up under my account (under the Manage tab). I can share access to the envelopes to her account but what we need is to have the envelops be created under her account directly.

So in summary I have done this:

  • Revoked Authentication to the App from my account
  • Granted Authentication to the App from her account
  • Changed the impersonation UserId passed to the API from my User ID to her User ID

What do I need to do so that the envelops created by the app show up directly in her Manage tab under her account instead of mine.

Thanks,

@Alex Florin 

Switching the user id from yours to hers is the only thing to be done in order to send from her instead of you.

When you create the JWT you need to make sure that her user id is entered in the "sub" attribute. The provided user id as “sub” will be part of the JWT token and used for envelope creation, etc.

You write that the envelope are created correctly in her name? If she is the owner of the envelope, she will be able to see all the envelopes under her “Manage” tab. If not then it was not sent with her user id, but with yours. Not sure what App you exactly talk about, but maybe there is a caching issue somewhere?

You should check the details of a created envelope to verify that the correct user id was actually used.


I figured it out. The user ID I was passing to the API to get the token was correct (hers) but I forgot to change the signer in the envelope from my name and email to hers. So of course it showed up in my Manage tab.

Thanks.​​​​​


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