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Optional: Assign the Sample Permission Set to User for HINS Winter '23 and Later Releases
In the previous step, you created the sample permission sets in your org, now you can add the sample permission sets to your user.
For more information on sample permission sets, see CLM and DocGen Sample Permission Sets for HINS.
Here's a list of permission sets:
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DocGenInd Design All
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DocGenInd Runtime All
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DocGenInd DocuSign Runtime All
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CLMInd Admin All
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CLMInd Runtime All
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CLMInd DocuSign Runtime All
NoteA permission set group streamlines permissions assignment and management. Use a permission set group to bundle permission sets together based on user job functions. For more information, see Permission Set Groups.
To assign sample permission sets to your user, perform the following steps:
- From Setup, enter Users in the Quick Find box, then select Users.
- Click the name of the user (not the Edit link).
- In the Permission Set Assignments related list, click Edit Assignments.
- In the Available Permission Set list, select the sample Permission Set you want to add.
- Click Add, then Save.
- Repeat steps 1 - 6 to assign sample permission sets to other users.
