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Personas and Permission Set Licenses for Omnistudio Document Generation
Users interact with document generation in different ways, depending on their roles and the specific features being used. Personas define what different types of users can do with Omnistudio Document Generation. Each persona is mapped to specific responsibilities and permission sets that determine the level of access a user has.
The DocGen Platform License enables Omnistudio Document Generation features in the org.
Depending on their persona, each user needs a combination of licenses to use Omnistudio Document Generation:
- Omnistudio licenses (Omnistudio or Omnistudio User) to use Document Generation application with Data Mappers.
- DocGen licenses (DocGen Designer, DocGen User, DocGen Runtime for Community Users) to generate documents using the Salesforce Contracts application.
Create Users and Profiles
To begin, create users for Omnistudio Document Generation. Then assign users the appropriate permission sets. To help you plan, refer to the personas table. When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce. Remember, users can have only one profile, but can have many permission sets assigned to them.
Before you being creating users and profiles, and assigning them, we recommend checking out these resources.
Omnistudio and Omnistudio DocGen licenses
| Persona | AddOn License | Permission Set License | Included Permission Set | Description |
|---|---|---|---|---|
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DocGenPlus | DocGen Designer |
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Provides metered access to document generation. The Add-On includes 10,000 DocGen Designer Permission Set Licenses (PSLs).
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DocGenDesigner [End of Sale (EOS)] | DocGen Designer |
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| Document Generation Community User | DocGenRuntimeCC | DocGen Runtime for Community Users | DocGen Runtime Community User | Allows digital experience users to generate documents in Digital Experience sites. For new customers, starting in Winter ’26, the DocGenRuntimeCC add-on is no longer required to enable document generation for community users. DocGen Runtime Community access is included in the base Partner Community, Customer Community, and Customer Community Plus licenses. This is applicable to customers purchasing non-industry SKUs such as Revenue Cloud Add-On (RCA). For industry cloud SKUs where the DocGenRuntimeCC add-on is already bundled, access continues as before. The update simplifies setup and removes the need for a separate community add-on SKU for new customers. With the introduction of Context Services in DocGen, the dependency on Omnistudio license becomes optional. For existing customers, orgs that already provisioned the DocGenRuntimeCC add-on continue to retain full access. License remain valid, and community users can generate documents without any change to their current setup. |
| Omnistudio Admin | OmnistudioDesignerAddOn | Omnistudio | Omnistudio Admin | Allows admins and developers to create new Omniscripts, Omnistudio Data Mappers, Flexcards, and Integration Procedures instances. This permission set license also provides calculation runtime access. |
| Omnistudio User | OmnistudioRuntimeAddOn | Omnistudio | Omnistudio User | Allows users to execute Omniscripts, Data Mappers, Flexcards, and Integration Procedures. This permission set license also provides calculation runtime access. |
Additional Notes
DocGen access updates for Digital Experience users starting Winter ’26:
- Partner Community, Customer Community, and Customer Community Plus base licenses now include DocGen access. No separate community add-on SKUs are required for RCA and other non-industry SKUs.
- Existing DocGen customers with Partner Community or Customer Community Plus Industry add-on SKUs retain full entitlements.
- Context Services support removes the hard dependency on Omnistudio for document generation. An Omnistudio license can still be used if already provisioned.
