User Management
User Management in CloudFiles ensures that users have the right access, licenses, and permissions to efficiently manage and process documents within Salesforce.
The CloudFiles Document AI | OCR, Text Extraction, Classification installed package includes custom permissions to control access to various features. Additionally, we provide default permission sets based on commonly used permission combinations.
CloudFiles offers granular permissions to manage access and functionality. Below is a list of these permissions:
Superadmin - This permission grants users full access to manage all aspects of CloudFiles Document AI. Only users with this permission can access the AI Playground feature.
All flow action when triggered, runs through the integration user.
Once the necessary permissions are assigned to Salesforce users, any interaction with the CloudFiles Lightning App will create a corresponding CloudFiles User.
You can view and manage CloudFiles users in the User Management page under the Document AI tab of the CloudFiles App.
A Salesforce user must have an "Active" CloudFiles User status to access CloudFiles functionalities like the AI Playground.
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.
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.
- Standard Users will have the role "User" and they won’t have access to AI Playground.
- 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.
