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 MAX
The Creativity Conference
Oct 14–16 Miami Beach and online
Adobe MAX
The Creativity Conference
Oct 14–16 Miami Beach and online