Camilo Urán
Camilo Urán

Reputation: 432

Can't add a new user to create a new organization

I'm writing an API integration for docusign and I wanted to create a second organization for testing, but I can't do it because when I reach the screen to add accounts to the organization, I can't see any accounts listed.

  1. I visit https://admindemo.docusign.com/create-organization
  2. I fill the Name and Description, and press Next
  3. In the Link Accounts page, I see no accounts. How can I add some accounts to this screen?

Link accounts (0)

I'm not sure I understand the relationship between accounts and users, because I have created some users from the Admin>Users screen, but those are not displayed in the account page.

Account Users

If it isn't asking too much, could I have a short explanation of the difference between these users and what the Organization page asks for, "Accounts"? I remember when I created these "Users", I had to provide an email account, and for me that relationship between Service and Email is what I normally consider an Account.

How can I add some new Accounts to create a second Organization and test the API?

Or, since I want to create more organizations to test if DocuSign has an option to make an organization Primary, is there such an option? I tried browsing the Organization settings but I could not find this.

Can I make one organization the "Primary" organization for an account? How would this be reflected in the response of the API endpoint?

Thank you very much!

Upvotes: 0

Views: 79

Answers (1)

Inbar Gazit
Inbar Gazit

Reputation: 14050

Here is a diagram explaining the relationship between organization, accounts, members and users. Hope this make sense. An account can only belong to a single organization, therefore, you need another account to get another organization (but an organization can have more than one account).

enter image description here

Upvotes: 1

Related Questions