License Management

once the necessary permissions are assigned to salesforce users, any interaction with the cloudfiles lightning app or its lightning web components (lwcs) will create a corresponding cloudfiles user managing cloudfiles users you can view and manage cloudfiles users in the user management page under the document generation tab of the cloudfiles app a salesforce user must have an "active" cloudfiles user status to access cloudfiles functionalities if an "inactive" user attempts to interact with a cloudfiles doc gen lwc, they will receive a "no license" message to activate or deactivate a user click the pencil (edit) icon next to the license status column select active or inactive from the dropdown click save to apply the changes user roles & permissions the role field in the user management page indicates the level of access a user has within cloudfiles super admin users (those with the cloudfiles "super admin" permission) will have the role "admin" and can access & control all functionalities like template creation and document generation standard users will have the role "user" and can only access the content library tab and cloudfiles components within salesforce to change a user’s role in the user management table locate the user whose role you want to modify and click the pencil (edit) icon next to the role column in the dropdown, select the new role – note that you can only change from admin → user , not the other way around click save to apply the change note changing the role does not automatically adjust which permission sets the user has after saving the role change, you must manually update their permission set assignments to align with the new role license limitations the number of active cloudfiles users cannot exceed the total cloudfiles licenses assigned to your salesforce org if you attempt to exceed the allocated number of licenses, you will be prompted to purchase additional licenses adding licenses one can add cloudfiles product licenses directly within salesforce by clicking on the "add licenses" button on top right of the screen any new licenses added are immediately available for use and will be reflected in your billing as per your invoice this ensures that you can scale your usage instantly without waiting for manual provisioning