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Vlocity Contract Lifecycle Management
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          Assign the Permission Set Associated with the Permission Set License to User for HINS Summer '22

          Assign the Permission Set Associated with the Permission Set License to User for HINS Summer '22

          Once you have assigned a permission set license to a user, you have to assign the associated permission set to the user.

          Note
          Note

          New and existing customers upgrading to Spring '22 continue to use Managed Package Licenses. Starting Spring '22, the Salesforce Vlocity Health and Vlocity Insurance packages support permission set licenses to incrementally extend the functionality of user licenses. However, permission set licenses will be available to customers at a future date.

          Here's a list of permission sets:

          • ContractMgmtInd HINS Runtime User

          • ContractMgmtInd HINS Admin User

          • ContractMgmtInd HINS Digital Experience Partner User

          • DocGenInd HINS Runtime User

          • DocGenInd HINS Designer User

          • DocGenInd HINS Digital Experience User

          To assign permission sets associated with the permission set license to your user, perform the following steps:

          1. From Setup, enter Users in the Quick Find box, then select Users.
          2. Click the name of the user (not the Edit link).
          3. In the Permission Set Assignments related list, click Edit Assignments.
          4. In the Available Permission Set list, select the Permission Set you want to add.
          5. Click Add, then Save.
          6. Repeat steps 1 - 5 to assign permission sets to other users.
           
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