Participant access control

Transaction documents often contain personal or private information. Thus, by default, the access to the signature page for all the participants of a transaction is protected by an OTP authentication.

However, you may want to disable this secured access in order to simplify your participant’s journey. We allow you to deactivate access control, so your participants can access directly the transaction documents.

Note that when access control is active, the access token generated after email verification is valid for 10 hours.

Deactivate access control

To deactivate access control and allow your participant to access the signature page without any email OTP authentication, follow the steps below:

1. Make sure the disable_access_control feature is activated on your workspace. If not, contact your account manager at Universign.
2. Set the min_signature_level argument. Disabling access control is only available for simple signatures (level0 and level1).
3. Set the access_control agrument to none.
4. Set the send_signed_documents_mail argument to false. For more details, visit Deactivate completed transactions email.
5. Do not set the schedule argument. For more details, visit Add invitation message.

To disable access control, send a request to POST /v1/transactions/{transaction_id}/participants as follows:

curl
https://api.universign.com/v1/transactions/tx_AWo949MOq0JE/participants \
-d email=john@company.com \
-d min_signature_level=level1 \
-d send_signed_documents_mail=false \
-d access_control=none

Response example

{
"email" : "john@company.com",
"phone_number_type" : "suggestion",
"min_signature_level" : "level1",
"schedule" : [ ],
"send_signed_documents_mail" : false,
"ongoing_conversation" : false,
"has_unread_message" : false,
"state" : "open",
"access_control" : "none",
"waiting_period" : 0,
"full_name_type" : "suggestion"
}

---

Set workflow

← Previous

Set URL redirection

Next →