/// <summary>
/// Creates a permission profile
/// </summary>
/// <param name="profileName">Profile name</param>
/// <param name="accountRoleSettings">Sccount role settings</param>
/// <param name="accessToken">Access Token for API call (OAuth)</param>
/// <param name="basePath">BasePath for API calls (URI)</param>
/// <param name="accountId">The DocuSign Account ID (GUID or short version) for which the APIs call would be made</param>
/// <returns>A permission profile</returns>
public static PermissionProfile Create(string profileName, AccountRoleSettingsExtension accountRoleSettings, string accessToken, string basePath, string accountId)
{
// Construct your API headers
var config = new Configuration(new ApiClient(basePath));
config.AddDefaultHeader("Authorization", "Bearer " + accessToken);
AccountsApi accountsApi = new AccountsApi(config);
var newPermissionProfile = new PermissionProfile(PermissionProfileName: profileName, Settings: accountRoleSettings);
// Call the eSignature REST API
return(accountsApi.CreatePermissionProfile(accountId, newPermissionProfile));
}
public IActionResult Create(PermissionProfileModel permissionProfileModel)
{
// Check the token with minimal buffer time.
bool tokenOk = CheckToken(3);
if (!tokenOk)
{
// We could store the parameters of the requested operation so it could be
// restarted automatically. But since it should be rare to have a token issue
// here, we'll make the user re-enter the form data after authentication.
RequestItemsService.EgName = EgName;
return(Redirect("/ds/mustAuthenticate"));
}
// Data for this method
// signerEmail
// signerName
var basePath = RequestItemsService.Session.BasePath + "/restapi";
// Step 1. Obtain your OAuth token
var accessToken = RequestItemsService.User.AccessToken; // Represents your {ACCESS_TOKEN}
var accountId = RequestItemsService.Session.AccountId; // Represents your {ACCOUNT_ID}
// Step 2. Construct your API headers
var config = new Configuration(new ApiClient(basePath));
config.AddDefaultHeader("Authorization", "Bearer " + accessToken);
AccountsApi accountsApi = new AccountsApi(config);
// Step 3. Construct your request
var accountRoleSettings = new AccountRoleSettingsExtension();
accountRoleSettings.UseNewDocuSignExperienceInterface = "1";
accountRoleSettings.EnableSequentialSigningInterface = true.ToString();
accountRoleSettings.PowerFormRole = "admin";
accountRoleSettings.VaultingMode = "none";
accountRoleSettings.AllowTaggingInSendAndCorrect = true.ToString();
accountRoleSettings.AllowedAddressBookAccess = "personalAndShared";
accountRoleSettings.AllowedTemplateAccess = "share";
accountRoleSettings.SigningUiVersion = "2";
// Present on PermissionProfileView.
accountRoleSettings.AllowBulkSending = permissionProfileModel.AccountRoleSettingsModel.AllowBulkSending.ToString();
accountRoleSettings.AllowEnvelopeSending = permissionProfileModel.AccountRoleSettingsModel.AllowEnvelopeSending.ToString();
accountRoleSettings.AllowSignerAttachments = permissionProfileModel.AccountRoleSettingsModel.AllowSignerAttachments.ToString();
accountRoleSettings.AllowApiAccess = permissionProfileModel.AccountRoleSettingsModel.AllowApiAccess.ToString();
accountRoleSettings.AllowApiAccessToAccount = permissionProfileModel.AccountRoleSettingsModel.AllowApiAccessToAccount.ToString();
accountRoleSettings.AllowApiSequentialSigning = permissionProfileModel.AccountRoleSettingsModel.AllowApiSequentialSigning.ToString();
accountRoleSettings.EnableApiRequestLogging = permissionProfileModel.AccountRoleSettingsModel.EnableApiRequestLogging.ToString();
accountRoleSettings.AllowApiSendingOnBehalfOfOthers = permissionProfileModel.AccountRoleSettingsModel.AllowApiSendingOnBehalfOfOthers.ToString();
accountRoleSettings.AllowWetSigningOverride = permissionProfileModel.AccountRoleSettingsModel.AllowWetSigningOverride.ToString();
accountRoleSettings.EnableRecipientViewingNotifications = permissionProfileModel.AccountRoleSettingsModel.EnableRecipientViewingNotifications.ToString();
accountRoleSettings.ReceiveCompletedSelfSignedDocumentsAsEmailLinks = permissionProfileModel.AccountRoleSettingsModel.ReceiveCompletedSelfSignedDocumentsAsEmailLinks.ToString();
accountRoleSettings.UseNewSendingInterface = permissionProfileModel.AccountRoleSettingsModel.UseNewSendingInterface.ToString();
accountRoleSettings.AllowDocuSignDesktopClient = permissionProfileModel.AccountRoleSettingsModel.AllowDocuSignDesktopClient.ToString();
accountRoleSettings.AllowSendersToSetRecipientEmailLanguage = permissionProfileModel.AccountRoleSettingsModel.AllowSendersToSetRecipientEmailLanguage.ToString();
accountRoleSettings.AllowVaulting = permissionProfileModel.AccountRoleSettingsModel.AllowVaulting.ToString();
accountRoleSettings.AllowedToBeEnvelopeTransferRecipient = permissionProfileModel.AccountRoleSettingsModel.AllowedToBeEnvelopeTransferRecipient.ToString();
accountRoleSettings.EnableTransactionPointIntegration = permissionProfileModel.AccountRoleSettingsModel.EnableTransactionPointIntegration.ToString();
var newPermimssionProfile = new PermissionProfile(PermissionProfileName: permissionProfileModel.ProfileName, Settings: accountRoleSettings);
try
{
// Step 4. Call the eSignature REST API
var result = accountsApi.CreatePermissionProfile(accountId, newPermimssionProfile);
ViewBag.h1 = "The permission profile was updated";
ViewBag.message = $"The permission profile was created!<br />Permission profile ID: {result.PermissionProfileId}, name:{result.PermissionProfileName}.";
return(View("example_done"));
}
catch (ApiException apiException)
{
ViewBag.errorCode = apiException.ErrorCode;
ViewBag.errorMessage = apiException.Message;
return(View("Error"));
}
}