Introduction
S-Sign provides permission sets to assign to your admins and users out of the box to ensure they have access to the necessary S-Sign objects.
S-Sign Permission Sets
S-Sign comes with five permissions sets: S-Sign User, S-Sign Administrator, S-Sign Internal User, S-Sign Site Guest User, and S-Sign Experience Cloud Site.
Permission Set | Assign To |
---|---|
S-Sign User | Users whose primary role involves only sending and tracking e-signature requests. Users can view S-Sign templates, but not modify them. |
S-Sign Administrator | Users whose primary role involves building S-Sign templates. Users have read, create, edit, and delete access on all S-Sign objects. |
S-Sign Internal User | Your chosen S-Sign Internal User. This is a licensed Salesforce user through which all S-Sign operations will be conducted using the secure S-Docs Connected App. This permission set is required; read more in the S-Sign configuration guide. |
S-Sign Site Guest User | The S-Sign Site Guest User. This permission set is required and will be assigned automatically when you complete step 6 of the S-Sign configuration guide. |
S-Sign Experience Cloud Site | Experience Cloud Site/Community Users. |
S-Docs Permission Sets
Click here to view S-Docs permission sets.