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User Permission Sets

The Dynamo Salesforce package includes two pre-predefined permission sets.

Permission sets

Permission sets are included in the Dynamo package.

  • Documill Dynamo User

Permission set for Dynamo users using templates and clauses to generate documents.

  • Documill Dynamo Admin

Permission set for Dynamo administrators. Admins can delete Dynamo Document records and manage Dynamo Clause records.

Assigning users

Assign selected users to given permission sets by clicking “Manage Assignments” on the permission set page (setup).


If the Dynamo template (Salesforce File) is not public to all users then file permissions need to be given.

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