Docusign embedded sign and code grant authorization

Certified Senior Developer

We are trying to integrate with docusign embedded component in appian. 

I used a code grant authorization with a connected system, with a single user. 

When the token is not valid i go to the connected system and click on authorize.

And like that i can even sign embedded in appian or with the url generated.

The problem is that we have a requirements to provide signing with docusign for two distincted users,

That user are not administrator or designer(like me) so cant click the authorize button everytime.

And i see that in the connected system are not a user reference to pass. 

So how can i authorize two different user with codegrant?

I have to use two different connected system with a different secret keys?

Use an a!authorizationLink?

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  • 0
    Certified Lead Developer

    Fundamentally, if you use OAuth 2.0 Authorization Code Grant for 2 different users to do something with a document in Docusign, each user must have the appropriate permissions in Docusign to be able to execute whatever it is (create envelopes, documents, signing, etc).

    An Appian user does not have to have an elevated permission in Appian (Admin / designer / etc) in order to fulfill the requirements for Authorization Code Grant's use, but the user does need "View" permission on the relevant Connected System object(s). It does appear that a!authorizationLink() is the correct method to allow the code grant authorization to happen under specific conditions, but doesn't always need to appear. 

    Docusign will usually provide a sandbox environment so you can test this out yourself in lower environments if you get in touch with your Docusign account rep.

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  • 0
    Certified Lead Developer

    Fundamentally, if you use OAuth 2.0 Authorization Code Grant for 2 different users to do something with a document in Docusign, each user must have the appropriate permissions in Docusign to be able to execute whatever it is (create envelopes, documents, signing, etc).

    An Appian user does not have to have an elevated permission in Appian (Admin / designer / etc) in order to fulfill the requirements for Authorization Code Grant's use, but the user does need "View" permission on the relevant Connected System object(s). It does appear that a!authorizationLink() is the correct method to allow the code grant authorization to happen under specific conditions, but doesn't always need to appear. 

    Docusign will usually provide a sandbox environment so you can test this out yourself in lower environments if you get in touch with your Docusign account rep.

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