Give users the access to configure and use Intelligent Document Reader.
Required Editions
Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud,
Financial Services Cloud, Health Cloud, Manufacturing Cloud, Media Cloud, Net Zero
Cloud, Nonprofit Cloud, Public Sector Solutions. View product and edition availability.
Intelligent Document Reader is available with the Intelligent Document Reader add-on
license.
User Permissions Needed
To assign permission sets:
Assign Permission Sets
To edit user profiles:
Manage Internal Users
From Setup, in the Quick Find box, enter Users, and then select
Users.
Select the name of the user.
In the Permission Set License Assignments list, click Edit
Assignment.
Select Enabled for the Document Checklist and Intelligent Document Workspace permission set
licenses.
Save your work.
Konnten Sie Ihr Problem mithilfe dieses Artikels lösen?
Geben Sie uns Feedback, damit wir uns verbessern können.
Laden
Salesforce Help | Article
Cookie Consent Manager
Cookie Consent Manager
General Information
Required Cookies
Functional Cookies
Advertising Cookies
General Information
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
