Cloudy DocGen & Signer Knowledge Base

Assign Permission Set

Assign the permission set to the Standard User or System Administrator to ensure they have the required access to perform all necessary actions within the application. Only the System Administrator has the right to assign the permission set to other users.

Steps to Assign the Permission set :

➢ Go to Setup (⚙️ Gear icon).

➢ In the Quick Find box, Search Users.

➢ Select the users to whom you want to assign the Permission Set, or assign the Permission Set to yourself as well.

➢ Click on Permission Set Assignment.

➢ Click on Edit Permission Set.

➢ Click on Cloudy DocGen & Signer Full Permissions and click on add Arrow.

➢ Click on Save.

➢ Refresh the org and search for “DocGen and Signer” in the App Launcher search box. If you experience any refresh issues or if the document-related tabs do not appear, log out and log back in.