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McAfee MVISION Cloud

Configure CASB Connect for DocuSign

Prerequisites

To enable API access, in DocuSign, create a user account permission profile and enable All Administration Capabilities permissions. 

  1. Go to https://admin.docusign.com/permission-sets and create a permission profile. Enable All Administration Capabilities, and click Add
    docusign_add_permission_profile.png
  2. In the admin console, go to Users. Create a user, assign the permission profile you just created, and save. (If you already have a user with this permission profile, you can use that user or admin account.)
    docusign_esignature.png

Enable API Access

  1. In MVISION Cloud to Settings > Service Management
  2. Click Add Service Instance and select DocuSign.
    docusign_add_instance.png
  3. Enter a name for the instance, and click Done
  4. Select the instance, select the Setup tab, and under API, click Enable
  5. Select Provide API Credentials, enter the DocuSign administrator credentials and authorize.
    docusign_login.png

API access is now enabled for DocuSign. 

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