SaaS Security
Onboard a DocuSign App to SSPM
Table of Contents
Onboard a DocuSign App to SSPM
Connect a DocuSign instance to SSPM to detect posture
risks.
| Where Can I Use This? | What Do I Need? |
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Or any of the following licenses that include the Data Security license:
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For SSPM to detect posture risks in your DocuSign instance, you must onboard your DocuSign
instance to SSPM. Through the onboarding process, SSPM connects to a DocuSign API
and, through the API, scans your DocuSign instance for misconfigured settings. If
there are misconfigured settings in your DocuSign instance, SSPM suggests a
remediation action based on best practices.
SSPM gets access to your DocuSign instance through OAuth 2.0 authorization. During the onboarding
process, you are prompted to log in to DocuSign and to grant SSPM the access it
requires.
To onboard your DocuSign instance, you complete the following actions:
Identify the Administrator Account for Granting SSPM Access
- Identify the administrator account that you will use to log in to DocuSign during onboarding.Sign out of all DocuSign accounts.Signing out of all DocuSign accounts helps ensure that you sign in under the correct account during the onboarding process. Some browsers can automatically sign you in by using saved credentials. To ensure that the browser does not automatically sign you in to the wrong account, you can turn off any automatic sign-in option or clear your saved credentials. Alternatively, you can prevent the browser from using saved credentials by opening the Cloud Management Console in an incognito window.
Connect SSPM to Your DocuSign Instance
By adding a DocuSign app in SSPM, you enable SSPM to connect to your DocuSign instance. You must consent to specific permissions when adding the DocuSign app. - From the Add Application Page () , click the DocuSign tile.Under posture security instances, Add Instance or, if there is already an instance configured, Add New instance.Select whether you are signing in to a DocuSign production environment or a developer sandbox and Connect.SSPM redirects you to the DocuSign login page.Log in to DocuSign using the credentials for the administrator account that you identified earlier.DocuSign displays a consent form that details the access permissions that SSPM requires.Review the consent form and allow the requested permissions.
