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.
3. In Setup page, search for “permission sets”
4. Click the Permission Sets entry
5. In Permission Sets, click [Documill Agreement Permissions]
6. In Documill Agreement Permissions, click [Manage Assignments] button
7. Click [Add Assignment]
8. Select Salesforce Users who are allowed to use Documill Leap Salesforce app.
9. Click [Next] button.
10. Click [Assign] button.
The selected Salesforce Users now have the necessary permissions to use Documill Leap Salesforce app.