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  • 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 - Initial page with basic app info.
      • Envelopes - Full management: Create, Read, Update, Send, Send Reminder, Cancel, Delete, Restart, Host Sign.
      • User Settings - 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 these additional privileges: 
      • Home - 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.
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