Manage Dropbox Sign Team members and provision white-label sub-accounts via the API
domain: developers.hellosign.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Call the Team create operation to create a new Team (the caller becomes a member).
Call the Team add-member operation with an email_address to invite a user to the Team — if they have no Dropbox Sign account, one is created for them automatically.
Call the Team members-list operation for a paginated list of members and roles, and the Team sub-teams-list operation for a paginated list of sub teams under a given team.
For white-label end users, call the Account create operation (passing your API app's client_id/client_secret) to provision a brand-new Dropbox Sign account tied to an email address, then add that account to the appropriate team via add-member.
Call the Team remove-member operation to remove a user's account from the Team.
Known gotchas
Inviting a user who already belongs to another Team returns a team-invite-failed error — accounts can only belong to one Team at a time.
There is no single documented 'create sub-account' endpoint under Team — the Team API only lists sub teams; true white-label sub-account provisioning is done by combining Account create with team-membership calls.
What a given API-authenticated user can see/manage through Team endpoints depends on their team role (admin vs member) — check role permissions before assuming full access to another member's data.
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