You can
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enable Salesforce users to use eSignAnyWhere
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connector assigning them
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appropriate permission sets.
There are two permission sets with different privileges:
- Namirial User
- Access to eSignAnyWhere application via App Launcher.
- Home -
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- Initial page with basic app info.
- Envelopes - Full management: Create, Read, Update, Send, Send Reminder, Cancel, Delete, Restart, Host Sign.
- User Settings -
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- Configure envelopes default values.
- Data mappings - Configure mappings between parent record and envelope fields to automatically fill them.
- Namirial Administrator - include all Namirial User privileges and
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- following additional privileges:
- Home -
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- Initial page with envelope reports.
- Application Settings - Configure eSignAnyWhere target instance and default Salesforce connector settings.
- Recipient Settings - Configure Salesforce objects used as recipient sources.