# Configuring SDK for Authenticated vs. Unauthenticated Users

## Configuring SDK for Authenticated vs. Unauthenticated Users

This guide explains how the S-Docs SDK works for both authenticated (logged-in) and unauthenticated (guest) users context, and how to configure each properly in your Salesforce Site/ Community/ Experience Cloud.

| Context                  | Common Use                                 | Runs As         | Key Setup                        |
| ------------------------ | ------------------------------------------ | --------------- | -------------------------------- |
| **Authenticated User**   | Community or Internal or Integration users | User generating | S-Docs license + permission sets |
| **Unauthenticated User** | <p>Experience Cloud<br>(guest user)</p>    | System mode     | System Mode enabled              |

## Authenticated Users

Authenticated users are **logged into Salesforce**, such as internal, partner, or community users. The SDK runs under their permissions and licenses.

#### Configuration to check:

{% stepper %}
{% step %}
**Community membership and permission sets**

* Go to **Community Cloud Site > Workspace > Administration > Members**
  * Under **Selected Profiles**, add the profile used by your community users.
  * Under **Selected Permission Sets**, add:
    * `S-Docs User`
    * `LWC Community User`
      {% endstep %}

{% step %}
**User record-level checks**

At the **user record level**, ensure:

* The **S-Docs User** and **LWC Community User** permission sets are assigned.
* The user has an **S-Docs license**.
* The user has access to the site (if applicable).
  {% endstep %}
  {% endstepper %}

## Unauthenticated Users

Unauthenticated users are **not logged in** (guest users).\
For these users, S-Docs supports **System Mode**, allowing document generation without a user session.

#### For LWC configuration:

Follow these steps to enable the Generate Documents LWC for guest user generation:

{% stepper %}
{% step %}
**Open LWC component in Experience Builder**

Click on the **LWC component** in the Experience Builder to open the configuration panel.
{% endstep %}

{% step %}
**Enable System Mode Generation**

Check the box labeled **System Mode Generation (Experience Cloud)**.
{% endstep %}

{% step %}
**Repeat for Generated Documents LWC**

Repeat this for the **Generated Documents LWC** — open the component, and check the same box to grant guest users access.

Once enabled, your **S-Docs LWCs** are ready for guest user document generation.
{% endstep %}
{% endstepper %}

***

#### For SDK configuration:

{% stepper %}
{% step %}
**Open SDK action in Flow Builder**

In **Flow Builder**, open your **S-Docs invocable action** (SDK action).
{% endstep %}

{% step %}
**Toggle System Mode Generation**

Toggle on the **System Mode Generation (Experience Cloud)** option.
{% endstep %}

{% step %}
**Set input value to True**

Set the value to **True** in the input field.
{% endstep %}
{% endstepper %}

{% hint style="info" %}
**Note:**

* The *System Mode* setting appears in all contexts but is only executed in **Experience Cloud** (guest) environments.
* Running system mode within an **internal org context** will result in a generation failure.
  {% endhint %}

{% hint style="warning" %}
**Typical Errors Encountered:**

* Error Occurred: An Apex error occurred: SDOC.Exceptions.GenerationException: Insert failed. First exception on row 0; first error: INSUFFICIENT\_ACCESS\_ON\_CROSS\_REFERENCE\_ENTITY, You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.: \[NetworkId]
  {% endhint %}


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