Admin-managed Docusign integration

• Default Off

• Self-service

This feature makes Docusign easier for business users to use. It lets one administrator log in to manage Docusign for the whole company. Previously, each user needed their own Docusign account and authentication. With this enhancement, authorized employees can initiate offer letters without the need to provide consent repeatedly. They only need to have a Docusign account, and Eightfold retrieves their account automatically using the administrator's Docusign account. This simplifies user management and enhances security.

Users

Admins

Requirements

Customers should have the license for Access Management product of Docusign (Add-On product)

Needs addressed

• Previously, managing Docusign for enterprise users required individual accounts and repeated OAuth 2.0 authentications, creating administrative overhead and potential user friction.

• This feature introduces a single admin login for Docusign. Authorized recruiters can now send offers using this admin account without needing their own Docusign credentials. This reduces the need for individual Docusign accounts, simplifying user management and providing secure access to the central Docusign key.

• This feature helps in simplifying user management and provides enhanced security.

Impact on existing workflows

• Once this feature is enabled, already connected users get disconnected automatically and they don’t see the Connect DocuSign tab.

• The existing offer rollout workflow will now seamlessly use the admin's Docusign account in the backend when triggered by authorized employees, provided the admin has connected their account. Admins can verify their Docusign connection by navigating to Account > Integrations.

Initial setup

To configure this feature, see this video.

For more details, read Configure Docusign single admin login.