SAP Knowledge Base Article - Public

3197141 - Updating DocuSign Integration Using OAuth 2.0 with SuccessFactors Recruiting facing error " you need to grant access in Docusign"

Symptom

Updating DocuSign Integration Using OAuth 2.0 facing error " you need to grant access in Docusign“

Environment

Product Area selected: SAP SuccessFactors HXM Core > SAP SuccessFactors Recruiting
Component selected (Manual Selection): XX-PART-DSN

Cause

If you have Online Offer with eSignature functionality enabled for offer letters, you need to perform a one-time update as an SAP SuccessFactors Recruiting administrator to existing Manage Recruiting Settings settings to accommodate authentication changes implemented by DocuSign.

To increase security, DocuSign is switching to OAuth authentication. This switch requires you as an SAP SuccessFactors Recruiting administrator to update your settings, as well as grant SAP SuccessFactors Recruiting permission to access DocuSign on your account's behalf, so that you can continue to send offer letters out with eSignature functionality.

Resolution

Procedure

  1. Go to the Offer Letter section in Admin Center  Manage Recruiting Settings in SAP SuccessFactors.
  2. Verify that you see eSignature field settings in Legacy eSignature Fields in the Offer Letter section, and that the fields in the DocuSign eSignature section below it are empty.
  3. Go to the DocuSign eSignature section, and open the Grant Access link in the DocuSign Consent field.

    The link opens a new browser tab for you to log in to DocuSign.

  4. Log in to your DocuSign account.

    When you log in, you see a message similar to SAP SuccessFactors Recruiting is requesting permission to.

    Contact your DocuSign administrator for assistance if you don't know, or have forgotten your DocuSign password.

  5. Select ACCEPT.

    Selecting ACCEPT grants permission for SAP SuccessFactors Recruiting to access DocuSign on behalf of your account.

    If you select CANCEL, the eSignature option for offer letters won't be available to anyone using SAP SuccessFactors Recruiting.

    You see a confirmation message.

  6. Return to Manage Recruiting Settings  DocuSign eSignature, and select  Fetch DocuSign User ID and API Account ID below the DocuSign API Account ID field.

    Selecting this option automatically populates the DocuSign User ID and DocuSign API Account ID fields with your DocuSign account information.

    Note

    As part of this update, all SAP SuccessFactors Recruiting users who want to send offer letters with eSignature functionality must also agree to grant permission for SAP SuccessFactors Recruiting to access DocuSign on behalf of their own respective accounts. Refer to Granting Access for Online Offers with eSignature for more information.

    Granting Access for Online Offers with eSignature - SAP Help Portal

    You only need to perform this update once, and only for the settings described here. You can keep the rest of your existing settings in the Offer Letter section of Manage Recruiting Settings the same, as before.

    Note: Be cautious For SuccessFactors different environments 

    Choose the environment you want to grant access in, then copy the appropriate URL string and paste it as a single line in a separate browser window:

    OptionDescription
    Demo (nonproduction) environments
    https://account-d.docusign.com/oauth/auth?
        client_id=77f4be2e-6aa7-47f6-b5e5-158425b1aeaf&
        scope=signature%20impersonation&response_type=code&
        prompt=login&redirect_uri=https://static-content.
        successfactors.com/static-content/consent_agreement_result.html
     
     
    Production environments
    https://account.docusign.com/oauth/auth?
        client_id=77f4be2e-6aa7-47f6-b5e5-158425b1aeaf&
        scope=signature%20impersonation&response_type=code&
        prompt=login&redirect_uri=https://static-content.
        successfactors.com/static-content/consent_agreement_result.html

See Also

Granting Access for Online Offers with eSignature - SAP Help Portal

Updating DocuSign eSignature Integrations in Manage Recruiting Settings - SAP Help Portal

Keywords

KBA , XX-PART-DSN , SAP Signature Management by DocuSign , Problem

Product

SAP SuccessFactors HXM Suite Core 2205