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Assigning Permission Set to Salesforce User

Available to Salesforce Admin.

Besides adding your Salesforce User to Leap, you also need to assign a permission set to the Salesforce User, so that they will have the proper permissions to use Documill Leap Salesforce app.

1. Click [⚙] button on the top right corner.

2. Click [Setup] option.

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3. In Setup page, search for “permission sets”

4. Click the Permission Sets entry

5. In Permission Sets, click [Documill Agreement Permissions]

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6. In Documill Agreement Permissions, click [Manage Assignments] button

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7. Click [Add Assignment]

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8. Select Salesforce Users who are allowed to use Documill Leap Salesforce app.

9. Click [Next] button.

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10. Click [Assign] button.

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The selected Salesforce Users now have the necessary permissions to use Documill Leap Salesforce app.

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