Docusign permission_profile aggregation

Hi Everyone,

We’re integrating Docusign using the IDN connector DocuSign eSignature. Indeed, only entitlement type “group” are aggregated. We’re unbale to aggregate “permission_profile” type (neither by accounts aggregation nor by entitlement aggregation).
However, we’ve created a source schemas “permission_profile” :

We’ve created an associated account schema attribute with type “permission_profile”.

With the Web services connector and the same source schema, we had “entitlement types” tab.

Is there any aditional configuration to perform ?

Thank you so much for your help.

Hi @timahm, there is already DocuSign eSignature (SaaS) connector available in IdentityNow. You don’t need to configure Web Services source for this one.

The OOTB DocuSign eSignature connector already has permissionProfileId and permissionProfileName as an account schema attribute and this can be also managed as entitlement.

Create account supports this attribute as per the DocuSign API, permissionProfileId attribute can be set as “Entitlement” and then assigning that while creating account should also work. Alternately, it can be added in the “Create Account” as well. For example, it could be like creating roles with those entitlements and add criteria to them; so it can be assign when user is in Active LCS. There should not be any issue.

Thanks!

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