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Once I add/create a user, how can I automatically activate the account (without the user doing so) and set it as the default account?

Hello,

Thank you for reaching out here in the DocuSign Community.

There are two separate Domain settings for silent/auto-activation, you will need to have a DocuSign Organization:

For domain users with Auto-activate memberships enabled: New users can be activated automatically for domain accounts using SSO. This can be enabled in the Domain Settings. If enabled, new memberships are activated automatically. Memberships activated in this way will not receive an activation email.

The other option would be through the organization's SSO setup, you can provision domain users with a DocuSign eSignature account the first time they log in. Just-in-time provisioning reduces the friction and administrative overhead for adding users to accounts in your organization.

When a user logs in using a reserved domain email, the system checks to see if the email exists in any of the organization's accounts. If the email is not found, then a new user account is created in the organization. Typically, the new account is added to the organization's default account.

Just-in-time provisioning is defined on your Identity Provider setup and can be implemented in two ways:

  • Basic provisioning using the default account: All new users are added to the organization's default account and assigned the default permission profile.
  • Advanced provisioning to specific accounts: Set up your identity provider to include provisioning details in SAML and add users to specific accounts and permission profiles.

JIT functions separately from these settings, and as you mentioned is always silent. If the customer wants to prevent JIT, they need to prevent users who do not exist in DocuSign from being allowed access to the DocuSign app in their Identity Provider.

More information at https://support.docusign.com/s/document-item?bundleId=rrf1583359212854&topicId=zbr1681777243373.html&_LANG=enus.

Note: Some advanced features and options are supported only in certain DocuSign plans. Your account plan might not support some options discussed in this help topic. For more information about which options are available for your account, contact your account administrator. Or, visit our Plans and Pricing web page for more details on the features included with your plan.

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Let us know if you need further assistance with this.

Best regards,

Christopher | DocuSign Community Moderator

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Hi,

I will look into this.

Thanks,

Bernard


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