How can I resolve the USER_LACKS_PERMISSIONS error when using Docusign Connector in Workato?

Question

I am using the Docusign Connector in Workato and want to be able to use the action Send document using a template as part of my recipe. When I add that action though, I get an error:

Something went wrong
{ "errorCode": "USER_LACKS_PERMISSIONS", "message": "This user lacks sufficient permissions to access this resource." }

See the error in Workato here:

I searched the docusign website and found this article that looked promising: https://support.docusign.com/en/articles/DocuSign-Developer-FAQs-General-Administration-and-Authentication#User-Lacks-Permission-Error

The article says to enable the Allow sender to download form data setting which I have done but it has made no difference.

I believe the error is occuring because the Workato Connector is trying to download a list of the templates available and it is that REST call that is failing. Are there any other settings that would affect this that I should change in my admin config? Does anyone know why this issue might be occuring?

My Docusign account is an admin account and I can see all of the templates in our organisation when viewing via the Docusign web portal.

Thanks for any assistance that can be provided

Answer 1

The solution I have taken for this was to create a new user specifically for the integration I was trying to set up. The new user is NOT a DS-Admin user and was only granted USE template permissions in the user permissions. This user works with the integration and is what I will proceed with.