Assign Permission Set Groups to Users for Omnistudio Document Generation Winter '23

This task applies to new users that need Omnistudio Permission Set Groups with DocGen Permission Sets assigned to them.

1. From Setup, enter users in the Quick Find box, then select Users.
2. Click Edit next to the name of a user to whom you want to assign the Permission Set Group.
3. Make sure the User License is set to Salesforce.
4. Set the Profile to one of the profiles you cloned when you followed the Omnistudio post-installation instructions.
5. Click Save.
6. Click the name of the user (not the Edit link).
7. In the Permission Set Group Assignments related list, click Edit Assignments.
8. In the Available Permission Set Groups list, select the Permission Set Group appropriate for this user. Click Add, then Save.
9. If a review the following license assignment prompt appears, click Continue.
10. Repeat these steps for each user.