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API referenceAccount Management Service API

Account Management Service API Methods

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This section outlines the usage rules and behaviors of the Account Management Service methods. The functions are presented in alphabetical order.

  • ActivateSalesforceInstance - This method is used by the Docusign eSignature for Salesforce package to connect Salesforce to Docusign.
  • AddMembersToAccount - This method is used to add new members to an existing account.
  • AuthenticateMember and AuthenticateMemberEx - These method requests the status of a member in an account.
  • ChangeAccountPricePlan - This method is used to change the billing plan for an account.
  • ChangePassword - This method is used to change the password for an account member.
  • CheckAccountMember - This method is used to determine if user email is a member of the specified account.
  • CloseMembers - This method is used to close member accounts in the same manner as closing an account through the Docusign web console.
  • CloseSignature - This method is used to remove a signature for a user.
  • GetAccountCustomFields - This method is used to retrieve a list of the envelope custom fields associated with the account.
  • GetAccountDistributorCode - This method requests the Distributor Code for an account.
  • GetAccountInformation - This method requests the account level attributes for an account.
  • GetAccountSettings - This method requests the settings for an account.
  • GetConnectCredentials - This method is used by the Docusign eSignature for Salesforce package to retrieve the Salesforce connect settings.
  • GetEncryptedPassword - This method requests the encrypted form of the user’s password. This encrypted password may be used for authentication in other APIfunction calls along with a User Name or User ID and an integration key.
  • GetMemberSettings - This method requests some attributes about the specified member of the account.
  • GetMembershipSummary - This is reserved for Docusign use. This function returns a list of summary information about the accounts and users associated with the supplied email address.
  • GetPlanGroupInformation - This function returns the plan group names and plans associated with each plan group for the given distributor code. This information is used to assign billing plans to an account.
  • GetPlanPricingInformation - This function returns the plan pricing information associated with the given distributor code.
  • GetPlanType - This function requests the plan payment type information for an account. The payment types use the same terminology as the payment method.
  • GetProvisioningInformation - This function returns account provisioning information, the DistributorCode, DistributorPassword, and other plan information, for the given Token.
  • GetSignatures - This method is reserved for Docusign use only.
  • GetSuccessorPlanInformation - This function returns the current plan information and a list of successor plans, plans that the current plan could be rolled into, associated with the given distributor code and account.
  • GetUserProfile - This method retrieves the privacy settings and personal information (address, phone number, etc.) from a user ID card.
  • GetUserProfileImage - This method retrieves the image from a user ID card.
  • InitializeClientAccount – This method is reserved for Docusign use only.
  • NewAccount - This method creates a new Docusign account with a single member, who is the account owner.
  • NewSocialAccount - This method is reserved for Docusign use only.
  • Ping - This method determines if the Account Management API service can be contacted.
  • ResendAccountActivation - This method sends another account activation message to an account user.
  • SetConnectCredentials - This method is used by the Docusign eSignature for Salesforce package to set the connection used by Docusign to update Salesforce data.
  • SetSignatureImages - This method is reserved for Docusign use only.
  • SetUserProfile - This method is used to set the privacy settings and personal information (address, phone number, etc.) from a user ID card.
  • SetUserProfileImage - This method is used to upload an image to a user ID card.
  • UpdateAccountSettings - This method is used to modify account level settings.
  • UpdateMemberSettings - This method is used to modify settings for a member of an account.
  • UpgradeRecipientAccount - This function is used to upgrade a user from a free account, where the user has few privileges, to a paid account plan.