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Can I assign an Azure group as a Docusign Viewer when using SAML SSO from the Azure marketplace?

  • 1 February 2024
  • 3 replies
  • 179 views

I have recently set up an Azure enterprise app for SAML SSO, and it is working fine. However the only option in 'role assigned' is DocuSign Sender.

We have in-company controls on who can send contracts, so i want that security group to be a sender but any new user across the business (in response to them signing a contract from another DocuSign using business) to be assigned as a DocuSign Viewer.

Can i change this on the Azure Portal's enterprise app, or does this not matter? Inside DocuSign i have enabled soft account creation in response to an external signing request.

thanks in advance

Charles

When i edited that row in the screenshot, there was no option to add a new role type, so i am wondering if it is possible to modify the app to add the viewer role as an option.

Hello @charlescact,

 

Thank you for reaching out here in the DocuSign Community.

 

I apologize for the inconvenience that this might cause you, I know the importance of setting your SSO as needed; I understand that you want to know if it is possible to set the DS viewer for certain users on your account.

 

I apologize for the lateness of the reply, do you still need assistance with this?

 

SAML configuration is required for federation to work with DocuSign. The required attributes in SAML assertions include NameId, emailaddress, givenname, and surname. Optional attributes include accountid, permissionprofileid, and clmpermissionprofileid.

 

You can edit the SAML Specifications, to add the permission profile needed.

 

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

 

Let us know if you need further assistance with this.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Hi @charlescact,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | DocuSign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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