(1) To ensure the proper functionality of the Docu application, administrators need to configure essential settings such as the API, Account ID etc. This documentation provides guidance on locating and inputting these settings within the application interface.
(2) A standard user will be able to individually connect to DocuSign for Jira in his account, but will need to provide his administrator with the necessary information during configuration on the Jira side.
Using the example of a developer account https://developers.docusign.com/ , the documentation shows the step-by-step process.
1. Configuration by admin/standard user
As an admin log in to your account and choose “My Apps & Keys”.
You can see here global User ID (1), API Account ID (2) Account Base URL (3), “ADD APP AND INTEGRATION KEY” button (4).
Each user has an original User ID, found in USERS AND GROUPS (1) → Users (2) → Actions button (3) → Edit (4), which should be used during configuration. This is an individual and unique key associated with a specific person. This is particularly important if multiple users are using the same DocuSign account.
.png?version=1&modificationDate=1707817836528&cacheVersion=1&api=v2&width=362&height=350)
Add your application and generate the Integration Key by clicking on “ADD APP AND INTEGRATION KEY” button (4).
Type in App name (1) of your choose and click “Create App” (2)
Here you can get Integration Key (1) RSA keypair (2).
It's crucial to note that you must generate a RSA key pair (1) and copy Private Key (2). This key pair is utilized for JSON Web Token (JWT) authentication and remains valid only for the environment in which it's generated.
.png?version=3&modificationDate=1707486291931&cacheVersion=1&api=v2&width=114&height=171)
.png?version=2&modificationDate=1707486477407&cacheVersion=1&api=v2&width=116&height=171)
It's important to securely store RSA private key as he will not be displayed again.
The RSA keypair can also be generated later when configuring the application in Jira.
To do this, back to “My Apps & Keys” → App and Integration Keys section → click the Actions button (1) next to created app → select Edit (2) from the drop down list → go to Service Integration and click + Generate RSA. Copy the RSA keys to a secure location immediately after DocuSign generates them.
The DocuSign can generate up to 5 keys. If you have already defined 5 key pairs, you must delete one of them before creating a new one.
Next you need to define Redirect URIs (1) with following pattern:
(2) https://prod.docusign.ttae.com.pl/callback/docusign
(3) https://prod.docusign.ttae.com.pl/callback/docusign-permission
After setting all of those press Save (4)
With those values you are ready to set up your DocuSign Jira plugin. Jira initial setup - DocuSign for Jira
2. Application sharing between multiple users
It is also possible to connect multiple users to a shared application. To do this, you must be logged into your account and open https://admindemo.docusign.com/ Then go to the Users and Groups → Users (1) tab. After clicking the blue Add User button (2), you will be taken to the next page and asked to enter new user’s email address (3).
The next step is to enter profile information (4).
For security purposes, an access code (5) is also required to activate the account membership.
Finally, specify the user's access permissions (6) and complete the process by clicking the Add User button.
The added user should appear in the list of users with the status Pending. The status will change to Active once the account has been activated via the email sent to the previously specified address. During activation, the application will ask user for a security code (7), after which he will need to log in to his account.
A correctly added user should see the Apps & Keys section in the list of available applications (8). From there, and from the specific application, user will need to enter all the data required for configuration.
