After this article
You’ll be able to connect Dropbox Sign, formerly HelloSign, to Lumos to see team members and to offboard them.Capabilities
- List users and entitlements. Lumos reads the members of your Dropbox Sign team for visibility and Access Reviews.
- Deprovision user. Lumos can remove a team member. During removal you can transfer their data by setting a default recipient for documents, templates, and API apps, either the person’s manager or a fallback user you choose. Without a recipient, the data stays with the removed account.
Required plan and roles
- Dropbox Sign access: an administrator of your Dropbox Sign team.
- API key: the connection uses a Dropbox Sign API key. Enter it on the Lumos connection card.
Read-only access vs provisioning
Is read-only possible? No. Dropbox Sign (HelloSign) connects with a single API key that both lists team members and removes them. What full provisioning requires. An API key generated by an administrator of your Dropbox Sign team, entered on the Lumos connection card. Follow the steps below. Watch out for. Because the same key powers both visibility and removal, anyone who can generate it can also deprovision team members. When removing a user, set a default recipient (their manager or a fallback user) so documents, templates, and API apps transfer instead of staying with the removed account.Instructions
Phase 1: Connect in Lumos- Find the Dropbox Sign (HelloSign) card in your Lumos integrations.
- Enter the API key shown on the connection card.
- Click Connect.