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Salesforce and DocuSign Log In

  • September 11, 2024
  • 2 replies
  • 162 views
P
Newcomer
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Hello All,

 

I am super new to Docusign and I am a Salesforce Administrator. I have a new user to set up for a docusign generator. I have assigned them all the permissions in SF and created an account for them in docusign.  They stated they received the email and activated the account, which is true since I see the status as “active” on their profile.

However, they are still receiving this error code- 

Am I missing a step?  Not sure where else to go or what to do. I de-activated the account and will try again today. Any insight would be appreciated. 

2 replies

C
Community Moderator
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Hello @Pulaski ,

Thank you for reaching out here. We want to welcome you to the Docusign Community. I appreciate you bringing your question to this Community, and we are committed to providing you with the best service possible.

After you tried to remove the user and re-add them in Salesforce, did they get the same error?

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some of the 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.

 

Best regards,

Christopher | Docusign Community Moderator

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

C
Community Moderator
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Hi @Pulaski,

I hope you are doing well.

I want to confirm if you need further assistance, 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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