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    Onboard a DocuSign App to SSPM
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    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?
    • Strata Cloud Manager
    • SaaS Security Posture Management license
    Or any of the following licenses that include the Data Security license:
    • CASB-X
    • CASB-PA
    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

    During the onboarding process, SSPM redirects you to the DocuSign login page. After you log in, DocuSign will prompt you to grant SSPM the access it needs to your DocuSign instance.
    1. Identify the administrator account that you will use to log in to DocuSign during onboarding.
    2. 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.
    1. Log in to Strata Cloud Manager.
    2. Select ConfigurationSaaS SecurityPosture SecurityApplicationsAdd Application and click the DocuSign tile.
    3. Under posture security instances, Add Instance or, if there is already an instance configured, Add New instance.
    4. 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.
    5. 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.
    6. Review the consent form and allow the requested permissions.

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