Docusign Roles API

Each role is associated with specific permissions. Each new member is assigned a role when you create them, automatically granting them the permissions associated with that role. Roles use the following permission types to control the actions that users can perform: - Room - Room Details - Documents - Envelopes - Member Management - Company Settings Rooms enables you to configure custom roles containing permissions that make sense for your company. Because each new member is assigned a role, you must set up these roles before you can invite members to join your account. Permissions for roles are tied to the `roleId` property and not yet exposed. You can learn more about these permission types and configure them in the console. ### Internal and External Roles In Rooms, a role can be either internal or external. You assign internal roles to people inside your company. You assign external roles to people outside your company when you invite them to a room. Each member inside your company has a default company role. However, they can also be assigned additional roles with different permissions on a per-room basis. Regardless of the member's default company role, what they can do in a room is entirely controlled by their role in that particular room.

Operations 5

Each operation below carries the questions people ask an LLM about it and the instructions they give an agent to run it. Generated by API Evangelist overlay

GET /v2/accounts/{accountId}/roles List company roles · Docusign Gets roles #
Ask an LLM
“What company roles are defined in my Rooms account?”
“Can I list only the roles I'm allowed to assign?”
Tell an agent
List company roles for account {account}.
List assignable roles in account {account} matching {filter}.
POST /v2/accounts/{accountId}/roles Create a company role · Docusign Creates a role #
Ask an LLM
“How do I create a new role for my company account?”
“Can I make a role for external users with specific permissions?”
Tell an agent
Create a role named {name} in account {account}.
Create role {name} with permissions {permissions}, external: {isExternal}.
GET /v2/accounts/{accountId}/roles/{roleId} Get a company role and its permissions · Docusign Gets a role #
Ask an LLM
“What permissions does a specific role include?”
“Is a given role currently assigned to anyone?”
Tell an agent
Get role {role} in account {account}.
Show role {role} and whether it is assigned: {includeIsAssigned}.
PUT /v2/accounts/{accountId}/roles/{roleId} Update a company role · Docusign Updates a role #
Ask an LLM
“How do I change the permissions on an existing role?”
“Can I rename a company role?”
Tell an agent
Rename role {role} in account {account} to {name}.
Set the permissions of role {role} to {permissions}.
DELETE /v2/accounts/{accountId}/roles/{roleId} Delete a company role · Docusign Deletes a role #
Ask an LLM
“How do I delete a role from my company account?”
“What permission do I need to remove a role?”
Tell an agent destructive · confirm first
Delete role {role} from account {account}.
Remove company role {role}.

Documentation

Specifications

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OpenAPI Specification

docusign-roles-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  title: DocuSign Rooms API - v2 Roles API
  description: An API for an integrator to access the features of DocuSign Rooms
  termsOfService: https://www.docusign.com/company/terms-and-conditions/web
  contact:
    name: DocuSign Developer Center
    url: https://developers.docusign.com
    email: devcenter@docusign.com
  version: v2
servers:
- url: https://rooms.docusign.com/restapi
security:
- Bearer: []
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/docusign/refs/heads/main/openapi/docusign-roles-api-openapi.yml