Why you’re getting a permission required error in Zapier integration with BoldSign?
When automating document workflows with BoldSign via Zapier, you might encounter the error message: You don’t have the required permission to perform this operation. This issue typically relates to your BoldSign subscription plan and the Sandbox Mode setting within your Zapier integration.
Permission required error when sending documents via Zapier
The You don’t have the required permission to perform this operation error indicates that your current BoldSign subscription plan and the Sandbox Mode setting are not configured for live API operations.
Causes of the error
-
Limited plan permissions:
You may be on a subscription plan other than the Enterprise API plan, such as Business or Premium. -
Sandbox mode set to false:
If Sandbox Mode is set to false, you’re attempting to send documents in a live/production environment.
How to resolve the error
You can resolve this issue using one of the following methods:
Option 1: Upgrade to the Enterprise API plan
To send documents in a live (production) environment via Zapier (with Sandbox Mode set to false), you must be on the Enterprise API plan.
With this plan:
- You can send documents in production without restrictions.
- The You don’t have the required permission to perform this operation error will no longer occur.
Option 2: Enable Sandbox Mode (Set to true)
If you’re sending documents for testing purpose and not sending documents in a live environment, set Sandbox Mode to true in your Zapier integration. This allows you to send documents without any issues.
Documents created in Sandbox Mode are automatically deleted after 14 days.
Permission required error (Hydrate Error) when downloading documents via Zapier
The Hydrate Error occurs when Zapier attempts to retrieve data from BoldSign, but the user does not have sufficient permissions to access the requested documents. This is especially common when trying to download documents belonging to other team members. To resolve the Hydrate Error,
- The account owner of your organization must create custom permissions for the user experiencing the error.
- These permissions should specifically allow access to team members’ documents or other restricted resources.
- Even if you are an admin, you may not have access to all resources unless custom permissions are explicitly granted.
Please refer to the articles below for more information:
