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Create a Permission Set for External Credential Principal Access
Create a permission set for the external credential principal access and assign the permission set to the autoprop user and the admin users responsible for initiating the contract extraction.
| REQUIRED EDITIONS |
|---|
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, Professional, and Developer Editions |
| USER PERMISSIONS NEEDED | |
|---|---|
| To enable Einstein and Contracts AI settings | Contracts AI Clause Designer AND Prompt Template Manager AND NLP Service AND Scoring Framework Admin |
- From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
- Click New.
- Enter your permission set name.
- Save your changes.
- Click External Credential Principal Access.
- Click Edit.
- Move the external credential principal from the Available to the Enabled column.
- Save your changes.
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Assign the new permission set to the autoproc user.
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Open the permission set you created, and then copy the Id of the permission set from the URL.
It’s the alphanumeric string starting with OPS.
- Open the Developer Console.
- To open the Enter Apex Code window, click .
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Paste the code and add the OPS string of the permission set ID.
insert new PermissionSetAssignment( AssigneeId = [SELECT Id FROM User WHERE alias = 'autoproc'].Id, PermissionSetId = '<OPS string>' ); -
Click Execute.
The autoproc user is assigned the permission set that you created.
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Open the permission set you created, and then copy the Id of the permission set from the URL.
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Assign the new permission set to the users who perform contract extraction.
- From Setup, in the Quick Find box, enter Permission Sets, and then click Permission Sets.
- Select the permission set you created.
- Click Manage Assignments and then Add Assignments.
- Select the checkboxes next to the names of the users you want to assign the permission set, and then click Next.
- Click Assign.
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