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OAUTH Error when users try to authorize their Docusign account in Salesforce to send their 1st envelope

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The error message says “OAUTH_APPROVAL_ERROR_GENERIC : An unexpected error has occured during authentication. Please try again.”

I

Ian-ProAnswer

Conversation Starter

Docusign updated their security settings yesterday. We fixed our issues by doing the following (you have to be an admin for Docusign in Salesforce):

In Salesforce, click the cog and navigate to Settings.
In search, type “OAuth” and select “Connected Apps OAuth Usage
Find Docusign and select the “Manage App Policies” hyperlink
Select “Edit Policies”
Under OAuth Policies > Permitted Users and set it to “Admin approved users are pre-authorized”
Click Save
Scroll down and select “Manage Profiles” in the profiles section and allow the profiles for your senders
Click “Save”
Have one of your users (non-Salesforce Docusign admins) test if they can send docs again

I hope this helps everyone experiencing the issues!

A

anonymouse1

Newcomer

We’re seeing this issue as well. Started yesterday and not sure how to resolve. Following

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I

Ian-Pro

Conversation Starter

Same issue. Following

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R

rparks

Newcomer

We are also having this issue. Following.

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I

Ian-Pro

Answer

Conversation Starter

Docusign updated their security settings yesterday. We fixed our issues by doing the following (you have to be an admin for Docusign in Salesforce):

In Salesforce, click the cog and navigate to Settings.
In search, type “OAuth” and select “Connected Apps OAuth Usage
Find Docusign and select the “Manage App Policies” hyperlink
Select “Edit Policies”
Under OAuth Policies > Permitted Users and set it to “Admin approved users are pre-authorized”
Click Save
Scroll down and select “Manage Profiles” in the profiles section and allow the profiles for your senders
Click “Save”
Have one of your users (non-Salesforce Docusign admins) test if they can send docs again

I hope this helps everyone experiencing the issues!

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V

vmuthu

Active Voice

Same issue in our environment as well. Any updates on this? We have raised a case and waiting for an update.

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V

vmuthu

Active Voice

Docusign updated their security settings yesterday. We fixed our issues by doing the following (you have to be an admin for Docusign in Salesforce):

In Salesforce, click the cog and navigate to Settings.
In search, type “OAuth” and select “Connected Apps OAuth Usage
Find Docusign and select the “Manage App Policies” hyperlink
Select “Edit Policies”
Under OAuth Policies > Permitted Users and set it to “Admin approved users are pre-authorized”
Click Save
Scroll down and select “Manage Profiles” in the profiles section and allow the profiles for your senders
Click “Save”
Have one of your users (non-Salesforce Docusign admins) test if they can send docs again

I hope this helps everyone experiencing the issues!

I dont see the option for “Manage App Policies” under Docusign in the Connected Apps OAuth Usage section.

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I

Ian-Pro

Conversation Starter

It is in the middle of the row. If you can’t see it, you may need to check with the Admin that installed the package or delete it and reinstall if they no longer work there.

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R

rparks

Newcomer

Docusign updated their security settings yesterday. We fixed our issues by doing the following (you have to be an admin for Docusign in Salesforce):

In Salesforce, click the cog and navigate to Settings.
In search, type “OAuth” and select “Connected Apps OAuth Usage
Find Docusign and select the “Manage App Policies” hyperlink
Select “Edit Policies”
Under OAuth Policies > Permitted Users and set it to “Admin approved users are pre-authorized”
Click Save
Scroll down and select “Manage Profiles” in the profiles section and allow the profiles for your senders
Click “Save”
Have one of your users (non-Salesforce Docusign admins) test if they can send docs again

I hope this helps everyone experiencing the issues!

I dont see the option for “Manage App Policies” under Docusign in the Connected Apps OAuth Usage section.

Docusign updated their security settings yesterday. We fixed our issues by doing the following (you have to be an admin for Docusign in Salesforce):

In Salesforce, click the cog and navigate to Settings.
In search, type “OAuth” and select “Connected Apps OAuth Usage
Find Docusign and select the “Manage App Policies” hyperlink
Select “Edit Policies”
Under OAuth Policies > Permitted Users and set it to “Admin approved users are pre-authorized”
Click Save
Scroll down and select “Manage Profiles” in the profiles section and allow the profiles for your senders
Click “Save”
Have one of your users (non-Salesforce Docusign admins) test if they can send docs again

I hope this helps everyone experiencing the issues!

I dont see the option for “Manage App Policies” under Docusign in the Connected Apps OAuth Usage section.

This fix worked for me!! Thank you so much @Ian-Pro. @vmuthu I had to click ‘Install’ to get the ‘Manage App Policies’ option for whatever reason. After clicking install, I was able to follow Ian-Pro’s steps.

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C

Cviresmith

Author

Newcomer

Thank you for the responses.

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