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            Set Up Intelligent Document Automation Users

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            Set Up Intelligent Document Automation Users

            Give case managers and intake coordinators the access they need to use Intelligent Document Automation.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To assign permission sets: Assign Permission Sets
            To edit user profiles: Manage Internal Users
            1. From Setup, in the Quick Find box, enter Users, and then select Users.
            2. Select the name of the user.
            3. In the Permission Set License Assignments list, click Edit Assignment.
            4. Select Enabled for the Document Checklist and Intelligent Document Workspace permission set licenses.
            5. Save your work.

            See Also

             
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