Adobe Sign for Salesforce: Grant access to additional users/profiles

During the installation of Adobe Sign for Salesforce, you may not have installed for ‘‘All Users’’ and instead installed for ‘‘Admins Only’’ or ‘‘Specific Profiles.’’ In that case, you may need to extend access to additional Salesforce users after installation.

Granting Access to Users

The Adobe Sign for Salesforce package comes with four permission sets that can enable users with all of the object and field permissions that they need to use the system.

The permission sets can be found by navigating to: Setup > Administration > Users > Permission Sets

The four options, in order of privilege in the system, are:

  • Adobe Sign User - Minimum required permissions for an Adobe Sign for Salesforce sender user. Includes limited access to the required components included in the managed package: objects, fields, tab, classes and pages.
  • Adobe Sign Community User - Minimum required permissions for an Adobe Sign for Salesforce community user
    • Includes limited access to the required components included in the managed package: objects, fields, tab, classes and pages
  • Adobe Sign Admin - Minimum required permissions for an Adobe Sign for Salesforce administrator user. Includes full access to all of the components included in the managed package: objects, fields, tab, classes and pages.
  • Adobe Sign Integration User - All required permissions for an Adobe Sign for Salesforce integration user. Includes all admin access as well as access to all org data.

To apply a permission set to a user:

  • Navigate to: Setup > Administration > Users > Users
  • Click on the Name link of the user you want to provide the access to

 

The Setup Users page opens.

  • Mouse over the Permission Set Assignments link and click the Edit Assignments button

  • Select the Permission Set you want to apply to the user
  • Click Add to move the option from the Available side to the Enabled side
  • Click Save

Appendix: Adobe Sign Objects and Tabs

Adobe Sign Tabs

Adobe Sign Tabs

Agreements

Data Mappings

Group Mappings

Agreement Templates

Adobe Sign Manager

Manage  Agreements

Batch Agreements

Adobe Sign Admin

Merge Mappings

Agreement Types    

Adobe Sign Objects

Adobe Sign Objects

Add File Attachments

File Mappings

Map Data into Agreement Fields

Add Form Field Templates

Form Field Imports

Merge Mappings

Add Recipients

Form Field Child Mapping

Mutexes

Agreements

Form Field Child Mapping Entry

Object Mappings

Agreement Events

Form Field Mappings

Recipients

Agreement Templates

Form Field Mapping Entries

Signed Agreement

Data Mappings

Group Mappings

Triggers

Field Mappings

Library Templates

User Sync Results

Agreement Type    
„Adobe“ logotipas

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