Manage User Access

This page will explain how to assign or renew licenses to S-Sign Users, as well as walk through permission sets provided by the manage practices.

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S-Sign License Key Considerations (Fresh Installation/Renewal)

Phase 0: License Key Update Pre-Work

Important Pre-Check

If you plan to add or change licensed users during this renewal, you must first assign them via the Salesforce Installed Packages interface before updating the key:

1. Navigate to Setup > Installed Packages.
2. Find the S-Sign package and click Manage Licenses.
3. Click Add Users and select all users who require a license.

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Phase 1: Updating the S-Sign License Key

1. Open the App Launcher in the upper left corner and click View All.
2. Locate and click S-Docs Setup.
3. Navigate to S-Sign License Key Page.
4. Enter your new license key into the License Key field.
5. Click Update License Key.
6. Confirm that you receive a Success message.

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🔑 Internal User Permissions

These sets are intended for your standard Salesforce users and system administrators.

SSign Administrator

• Description: The highest level of access for S-Sign management.
• Key Capabilities: * Grants full access to the S-Sign Setup page.

  • Enables the S-Docs Template Editor for creating and modifying S-Sign enabled templates.
  • Allows configuration of global S-Sign settings and custom integrations.

SSign User

• Description: The standard permission set for internal employees who need to facilitate the signing process.
• Key Capabilities: * Provides the ability to generate and send S-Sign requests from Salesforce records.

  • Allows users to track the status of envelopes they have initiated.
  • Note: This set contains certain permissions that are incompatible with restricted Experience Cloud profiles.

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🌐 Experience Cloud & Guest Permissions

These sets are optimized for external-facing environments and specialized portal users.

SSign Experience Cloud User

• Description: Specifically tailored for Experience Cloud (Community) users.
• Key Capabilities: * Grants portal users the ability to send S-Sign requests.

  • Why it's used: It excludes specific system permissions found in the "SSign User" set that cannot be technically assigned to certain Experience Cloud license types, preventing deployment errors.

S-Sign Site Guest User

• Description: A mandatory permission set for the public-facing side of the signing process.
• Key Capabilities: * Provides the necessary access for the Site Guest User profile to interact with S-Docs and S-Sign.

  • Ensures that external signers (who do not have a Salesforce login) can view the document and submit their signature via the S-Sign Site.
  • Note: This permission set is intend to be applied to the S-Sign Site Site Guest User

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⏳ Legacy Permissions

S-Sign Site Internal User (Legacy)

• Description: A specialized permission set for specific older configurations.
• Key Capabilities: * Grants access to S-Docs/S-Sign specifically for users who are authenticated via the SSign Connected App.

  • Generally used in legacy environments or specific architectural setups where the Connected App is the primary driver for S-Sign actions.

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Note: Permission Sets give functional access to object, apex classes, visual force pages, and more. Sharing Settings give record level access to S-Docs and S-Sign Objects. It is recommended to limit record level access and extend access through Sharing Rules.