User Management
User Management in CloudFiles ensures that users have the right access, licenses, and permissions to efficiently manage documents within Salesforce.
It covers three key areas:
User Permissions
Defines what actions a user can perform within CloudFiles.
License Management
Controls the activation and assignment of CloudFiles licenses to Salesforce users.
External Library Access
Manages how users connect to and interact with external storage systems like SharePoint, Google Drive etc. within Salesforce.
Each CloudFiles user must have the correct permissions and an active license to use CloudFiles features. Admins can assign these through permission sets, manage licenses via the User Management page, and configure access to external storage for seamless document handling.
For detailed configurations, refer to the respective subsections.