Cloudy DocGen & Signer Knowledge Base

Assign Package License

Assign the required package license to the Standard User or System Administrator to provide access to the application.

Only a System Administrator can assign the package license to other users.

Steps to Assign the license to the user:

1. Click the Gear icon (⚙️).

2. Select Setup.

3. In the Quick Find box search user.

4. Click on Users

5. Click the user to whom you want to assign the license. 

6. Scroll down to the Managed Packages section and click Add Licenses. 

7. Select the package that you want to assign to the user. 

8. Click on Add button

Assign License to a Guest User

To assign the package license to a Guest User, first assign the appropriate Guest User Permission Set and then assign the package license.

Steps:

1. Navigate to Setup → Permission Sets.
2. Select the required Guest User Permission Set. i.e. Cloudy DocGen & Signer Guest User Permission Set 
3. Click Manage Assignments.
4. Click Add Assignments and select the required guest user.
5. Click Next and then Assign.
6. Navigate to the user’s Managed Packages section.
7. Click Add Licenses.
8. Select the required package license.
9. Click Add to assign the license.