For this week’s tip, we will focus on a common question we get from many of our new Docusign Partners using our technology to develop applications/integrations:
What is the difference between the Docusign Partner Portal and Docusign Accounts?
Here are the basics to understand the differences:
- The Docusign Partner Portal is where our Partners find information about our programs and manage their partnership with Docusign. The Partner Portal offers materials and aids for sales, marketing, enablement, and support for contracted partners. Every Docusign Partner must have a dedicated “program administrator” who will manage the portal users for their company; this program administrator is the key contact that receives our monthly partner program updates
- For partners developing with Docusign, they will work with Docusign Accounts with two flavors:
- The actual product account - when you log with https://account.docusign.com/
- This is what we refer to as a “production account”
- And, for developing with Integration Keys, you need one of those to “go-live”
- Developer accounts - when you log with https://account-d.docusign.com/
- This is what is created at our Developer Center
- The actual product account - when you log with https://account.docusign.com/
And here is the catch: these accounts are NOT inter-related, as they serve different purposes!!
So, when should you use each of these accounts?
- Use the Partner Portal to enter and manage sales information, get marketing assets, and request support for your program questions
- Use the Docusign Developer account to create your integration/solution
- Use a Docusign Production account to “go-live” with your integration
BONUS:
- Visit and bookmark the Partner Portal User Guide: https://partners.docusign.com/s/article/Access-to-the-Partner-Portal
- Check https://developers.docusign.com/partner/isv-integration-guides/ for information about how partners must proceed to develop integrations using our APIs
Let us know if this was helpful!
Cristina