...
eSignAnyWhere Salesforce Connector - Configure Permission Sets for other users
- You can enable Salesforce users to use eSignAnyWhere connetor assigning them appropriate permission sets.
There are two permission sets with different privileges:
- Namirial User
- Access to eSignAnyWhere application via App Launcher.
- Home - Can't see envelope reports.
- Envelopes - Full management: Create, Read, Update, Send, Send Reminder, Cancel, Delete, Restart, Host Sign.
- User Settings - Configure
- Namirial Administrator - include all Namirial User privileges and these additional privileges:
- Home - Can also see envelope reports.
- Application Settings - Configure eSignAnyWhere target instance and default Salesforce connector settings.
- Recipient Settings - Configure Salesforce objects used as recipient sources.
Configure the Opportunity to Sign the envelope directly in the connector:
to whitelist the url used to sign the document in IFrame you have to:
- download configuration.zip file here
Image Added
- unzip the downloaded configuration.zip file
- update the global_variables.xml file as follow (replace 'https:/demo.esignanywhere.net' with your target eSAW instance)
Image Added
- zip the content of the unzipped folder
Image Added
- upload the new created zip file in eSAW
Image Added