User Permissions
The CloudFiles Document Generation | Create & Manage PDF, Word & more package includes custom permissions to manage access to key features like template creation and document generation. To simplify user management, CloudFiles provides predefined permission sets tailored to common roles and access requirements.
CloudFiles offers granular permissions to manage access and functionality.
- Superadmin - Allows a user to manage everything with regard to CloudFiles Document Generation.
- Update Account Settings - Allows modifications to account-wide settings, including CloudFiles account name, billing, and defaults (recommended for admins only).
CloudFiles comes with few pre-packaged permission sets. You can always create a custom permission set using CloudFiles permissions described above.
1 - CloudFiles Admin User - This permission set is suitable for admins who should have access to all CloudFiles functionality within Salesforce, including billing, creating templates and generating documents.
2 - CloudFiles Standard User - This permission set is suitable for all internal users (company employees) who should have access to all CloudFiles functionality except admin level features.
3 - CloudFiles External User - This permission set is suitable for all external users who can generate documents from already available templates.
To reduce the setup time, CloudFiles automatically assigns following permission sets on installation -
- CloudFiles Admin User - This is assigned to all users with "System Administrator" profile
- CloudFiles Standard User - This is assigned to all internal users except administrator
- CloudFiles External User - This permission set is suitable for experience cloud users(community users).
You can manage these assignments according to your needs.
When new users are added to your Salesforce org, they would need to be assigned CloudFiles permissions manually. You can also setup a flow to automatically do it when users are added. Please feel free to reach out to us for any help regarding this.
To manually assign permission sets, please follow the steps below
- Go to Setup > Permission Sets.
- Select appropriately among the available default package permission sets or custom permission sets.
- Click on Manage Assignments. Then Click Add Assignment. Choose the users you want to add the selected permission set for.
- Follow the prompts to finish the assignment process.