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Hi, I am using the C# eSign SDK and am trying to allow users to open a sender view for envelopes that they are not the sender on, but have been granted shared access to. i.e. User A creates a draft envelope and User B opens the sender view for that envelope.

The documentation says I need to attach a header ( X-DocuSign-Act-On-Behalf) with the principal user id (User A’s id) as the value in order to act on their behalf.

Here’s what I am doing generally in my code (language is Visual Basic). I am using the agent user’s (User 😎 access token and base uri:

DSClient = New DocuSignClient(baseUri & "/restapi")
DSClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " & accessToken)
DSClient.Configuration.DefaultHeader.Add("X-DocuSign-Act-On-Behalf", principalUserId)
...
EnvelopesApi.CreateSenderView(accountId, envelopeId)

 

The problem is when I add the header and make the API call, I get an error back:

{

errorCode: “ACT_ON_BEHALF_USER_NOT_ALLOWED”,

errorContent: "An 'Act on Behalf Of' user is not permitted for this operation."

}

 

I’ve double and triple checked that the envelope I am attempting to send is one that is in the principal user’s inbox AND that the agent user has the proper authorization through Shared Access (Permission is Send).

 

Am I getting the error because Shared Access is not supported by the API for the CreateSenderView endpoint? Or am I doing something wrong? Help would be appreciated.

Hi ​@twaldo !

Sender view can’t be rendered via shared access, as you’ve discovered. 

Sender view can be rendered for any envelope you own or for any envelopes you have direct access to. I.e., if you have the DS Admin Permission profile or any permission profile that grants the “Allow view and manage envelope rights through API” permission


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