Introduction

S-Docs provides permission sets that you can assign to your admins and users out of the box to ensure they have access to the necessary S-Docs/S-Sign objects. There are separate permission sets for S-Docs and S-Sign.

S-Docs Permission Sets

S-Docs comes with two permission sets: S-Docs User and S-Docs Administrator.

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-Sign Permission Sets

S-Sign comes with four permissions sets: S-Sign User, S-Sign Administrator, S-Sign Internal User, and S-Sign Site Guest User.

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 requiredread 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 5 of the S-Sign configuration guide.