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 (v19+)

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

Granting Access to Profiles and Users (v18 and older)

Salesforce has two profile interfaces:

  • The enhanced profile user interface
  • The original profile user interface

See Profiles Overview in the Salesforce.com help for more information.

If the enhanced profile user interface is enabled, follow the Editing Profiles Using the Enhanced Profile User Interface instructions in this document. If it is not enabled, follow the Editing Profiles Using the Original Profile User Interface instructions.

Note:

You cannot edit all the settings for standard profiles. You may need to clone a standard profile to create a custom profile, and then edit the custom profile.

This section describes the process for granting additional access using the original profile user interface. (See Editing Profiles in the Original Profile Interface for more information)

  1. Navigate to Setup > Administer > Manage Users > Profiles.

  2. On the Profiles page, click Edit for the selected Profile.

  3. In the Custom App Settings section of the Profile Edit page, click to mark Adobe Sign as ‘Visible’.

    Do NOT save. You will save your all your changes in Step 6 below.

  4. Set Custom Tab Settings, as required, for all of the tabs listed in the Adobe Sign Tabs table by doing the following:

    a. Scroll to the Tab Settings section of the Profile Edit page and locate the Custom Tab Settings section

    b. Select the appropriate tab setting option (Tab Hidden, Default Off or Default On) for each tab

    Do NOT save. You will save your all your changes in Step 6 below.

  5. Grant Custom Object Permissions and Custom Field-Level Security permissions, as required, for all of the objects listed in the Adobe Sign Objects table by doing the following:

    a. Scroll to the Custom Object Permissions section of the Profile Edit page.

    b. Enable the Custom Object Permissions (Read, Create, Edit, Delete, View All, Modify All) as required.

    Note:

    Enabling all custom object permissions would be the highest level of access that could be granted. In some cases, you may decide not to grant access to all objects depending on which features are used.

  6. Scroll to the top of the Profile Edit page and click Save to save your Tab Settings, Custom App Settings, and Custom Object Permissions.

    You will be returned to the Profiles page.

  7. On the Profiles page, click the link in the ‘Profile Name’ column to select the profile you are editing.

  8. On the Profile page, set Custom Field Level Security for the Adobe Sign objects by doing the following:

    a. Scroll to the Custom Field-Level Security section under Field Level Security

    b. Click the View link for the first object.

    c. In Field-Level Security, click the Edit button.

    d. Enable the field-level permissions as required (Read Access, Edit Access or both).

    e. Click the Back to Profile button.

    Repeat these steps for the remaining objects 

    Note:

    Some permissions are enabled by default and fields for system generated values such as Created By and Last Modified By cannot be updated.

  9. Enable Apex Class Access by doing the following:

    a. Click the Enabled Apex Class Access link at the top of the Profile page to skip down to that section

    b. Click the Edit button.

    c. Select all EchoSign related classes listed under Available Apex Classes. These classes all begin with the text: echosign_dev1

    d. Click Add to move them to the Enabled Apex Classes list.

    e. Click the Save button.

  10. Enable Visualforce Page Access by doing the following:

    a. Click the Enabled Visualforce Page Access link at the top of the Profile page to skip down to that section

    b. Click Edit

    c. Select all EchoSign related classes listed under Available Visualforce Pages. These pages names begin with the text: echosign_dev1

    d. Click Add to move them to the ‘Enabled Visualforce Pages’ list

    e. Click Save

This section describes the process for granting additional access using the enhanced profile user interface. Depending on your installation, you may not need to complete all steps.

  1. Navigate to Setup > Administer > Manage Users > Profiles.

  2. On the Profiles page, click the link in the ‘Profile Name’ column to select the profile you want to edit.

    The Profile page displays.

  3. Set Adobe Sign as a visible app by doing the following:

    a. In the Apps section at the top of the Profile page, click the Assigned Apps link.

    b. In Assigned Apps section, click the Edit button.

    c. Check the box to mark Adobe Sign as ‘Visible’

    d. Click Save, and return to the Profile overview.

  4. Set Tab Settings, as required, for all of the tabs listed in the Adobe Sign Tabs table by doing the following:

    a. In the Apps section at the top of the Profile page, click the Object Settings link.

    b. In the All Object Settings section, search for the tab by name or scroll to locate it, and click the Object Name link.

    c. Click the Edit button.

    d. Select the appropriate tab setting option (Tab Hidden, Default Off or Default On).

    e. Click Save

     

    f. Repeat these steps for the remaining tabs.

  5. Grant Object Permissions and Field Permissions, as required, for all of the objects listed in the Adobe Sign Objects table by doing the following:

    Note:

    Granting all object and field permissions provides the highest level of access. In some cases, you may decide to not grant access to all objects and fields depending on which features are used.

    a. Navigate to Object Settings (see Step 4-a) above).

    b. In the All Object Settings section, search for the tab by name or scroll to locate it, and click the Object Name link.

    c. Click the Edit button.

    d. Enable the Object Permissions (Read, Create, Edit, Delete, View All, Modify All) as required.

    e. Scroll to the Field Permissions section.

    f. Enable the Field Permissions (Read Access and Edit Access) as required

    Note:

    Some permissions are enabled by default and fields for system generated values such as Created By and Last Modified By cannot be updated.

    g. Click Save to save both the Object Permissions and the Field Permissions.

    Repeat these steps for the remaining objects.

  6. Enable Apex Class Access by doing the following:

    a. From the Object Settings drop down (on the Profile page), select Apex Class Access

    b. In the Apex Class Access section, click the Edit button.

    c. Add all EchoSign related classes to the Enabled Apex Classes list. These classes begin with the text: echosign_dev1

    d. Click Save

  7. Enable Visualforce Page Access by doing the following (See also Working with Visualforce Page Access in the Enhanced Profile User Interface):

    a. From the Apex Class Access drop down, select Visualforce Page Access

    b. In the Visualforce Page Access section, click the Edit button

    c. Add all EchoSign related pages to the Enabled Visualforce Pages list. These pages begin with the text: echosign_dev1

    d. 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    
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