Introduction
S-Docs provides permission sets to assign to your admins and users out of the box to ensure they have access to the necessary S-Docs objects.
S-Docs Permission Sets
S-Docs comes with three permission sets: S-Docs User, S-Docs Administrator, and S-Docs Jobs (Guest User).
| Permission Set | Assign To |
|---|---|
| S-Docs User | Users whose primary role involves only generating, viewing, emailing, or storing documents. Users can view S-Docs templates, but not modify them. |
| S-Docs Administrator | Users whose primary role involves building templates or customizing S-Docs. Users have read, create, edit, and delete access on all S-Docs objects. |
| S-Docs Jobs (Guest Users) | Guest Users that need to insert S-Docs Jobs. |
S-Sign Permission Sets
Click here to view S-Sign permission sets.