ARTICLE SUMMARY
This article outlines how you can add new users automatically to DS sender. Click HERE to view the table of contents.
Default Account and Just-in-Time Provisioning
Note: This guide is for DocuSign administrators who oversee multiple accounts. To set a default account as a user, see Switch Accounts and Set a Default Account.
When an organization is created, the eSignature account from which it was created becomes the default account. The default account cannot be unlinked from the organization and can be used for just-in-time provisioning of new users. Once you link additional accounts to the organization, you can change the default account to any of the other linked accounts.
The default account and permission profile is used for basic just-in-time provisioning of new users. For more advanced control, you can set up your identity provider to include provisioning details in SAML and add users to different accounts and permission profiles.
CONTENTS
Edit the default account and permission profile
About just-in-time provisioning
To Edit the Default Account and Permission Profile
You can edit the default account and permission profile from the Identity Providers page.
- From the DocuSign Admin dashboard, click Identity Providers.
- On the Identity Providers page, you can see the current selections for the default account and the default permission profile.
- Click Edit.
- In the Change Default Account and Permission Profile dialog, make new selections as desired, and click Change.
Just-in-Time Provisioning
Through the organization's SSO setup, you can provision domain users with a DocuSign eSignature account the first time they log in. Just-in-time provisioning reduces the friction and administrative overhead for adding users to accounts in your organization.
When a user logs in using a reserved domain email, the system checks to see if the email exists in any of the organization accounts. If the email is not found, then a new user account is created in the organization. Typically, the new account is added to the organization's default account.
Just-in-time provisioning is defined on your Identity Provider setup and can be implemented in two ways:
- Basic provisioning using the default account: All new users are added to the organization's default account and assigned the default permission profile.
- Advanced provisioning to specific accounts: Set up your identity provider to include provisioning details in SAML and add users to specific accounts and permission profiles.
For additional support, click the link below:
https://support.docusign.com/en/guides/org-admin-guide-default-account
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