Third party app integration envelope usage

@md1

Yes, this is possible as you are talking about two different topics that are actually unrelated

1. Promoting the integrator key to production requires to have Admin privileges in production, as you correctly described. This is only required once to move the integration key and unrelated to envelopes sent via the integration afterwards.

2. After the integration key is created your app needs to authenticate against the DocuSign API. The user credentials used for this authentication in your app is also the sender. Did you use JWT for authentication? Then you need to check and replace the user id that is part of the authentication with your service account. Same applies to the Auth Code Grant, which would run in a user context, but could be configured to use the service user account.

@md1

Only the user ID needs to be changed, all other values can stay the same.

The error message was probably related to missing consent? That is one step that you did during the initial set up of JWT and needs to be repeated for the user ID that you now want to use in the integration.

As an alternate option you can grant admin consent for internal applications in your organisation to the integrator key that is used here. Then you don’t need individual consent to be set up, as the application is flagged as trusted for your account.

If you receive a different error message, please post this here in order to support you further. Thank you!

@md1 

I am not available to jump on a call, but quickly checked in my environment and I can see “Connected Apps” there, which is were you can select “Authorize Application” and add your integrator key to consent for all.

Maybe your DocuSign plan does not include this feature? This is not in the DocuSign eSignature Settings, but in the DocuSign Admin, which is set up to manage the organisation and where you can set up SSO.

Your screenshot looks like DocuSign demo environment and the integrator key is “not correct or disabled“. No change is required here anyway. You need to change the user id only in the app that generates the JWT token, which is the app you built. I think you wrote before that it was promoted to production? Maybe this is related to the error message here if you tried to change something, which is not required to be done here.

admin.docusign.com is the correct URL for production and admindemo.docusign.com for demo.

You should be able to switch to Admin from the DocuSign eSignature on the top left:

Then either the account has not been connected to an organisation or your DocuSign plan does not support it. DocuSign Support will be able to check if your account is eligible and guide you through the setup of the organisation and linking existing DocuSign accounts.