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
- Go to the Offer Letter section in Admin Center Manage Recruiting Settings in SAP SuccessFactors.
- 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.
- 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.
- 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.
- 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.
- 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.
NoteAs 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:
Option Description 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