用户在Salesforce中需要哪些Docusign权限集。

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英文:

What Docusign Permission set a user needs in Salesforce

问题

We are integrating the Docusign e-signature within a salesforce org. the package provids Docusign Admin, User, sender and Login permission set.

如果我有一个用户是一个具有Docusign帐户的发件人,他需要哪个权限集?

When you install the DocuSign Apps Launcher package, a suite of DocuSign permission sets are added to the Salesforce organization.

当安装DocuSign Apps Launcher包时,一套DocuSign权限集会添加到Salesforce组织中。

Can soone explain for me what is the diffrence between both permission set Sender and user ?
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=izj1586134369853&topicId=xxm1623778416524.html&_LANG=enus

有人能为我解释一下权限集“Sender”和“User”之间的区别吗?
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=izj1586134369853&topicId=xxm1623778416524.html&_LANG=enus

is the Docusign User enough for him or he needs the sender as well ?
because when checking the permission set, th user has more access then the sender.

Docusign用户权限集是否足够,还是他还需要发件人权限集?
因为在检查权限集时,用户权限集的访问权限比发件人权限集更多。

it is not clear if we need to assign the sender or just the user permissionset to a docusign sender account.

目前不清楚是需要分配发件人权限集还是仅需要用户权限集给Docusign的发件人帐户。

英文:

We are integrating the Docusign e-signature within a salesforce org. the package provids Docusign Admin, User, sender and Login permission set.
if i would have a user that is a sender with a docusign account, which permission set is needed for him ?

When you install the DocuSign Apps Launcher package, a suite of DocuSign permission sets are added to the Salesforce organization.

Can soone explain for me what is the diffrence between both permission set Sender and user ?
https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=izj1586134369853&topicId=xxm1623778416524.html&_LANG=enus

is the Docusign User enough for him or he needs the sender as well ?
because when checking the permission set, th user has more access then the sender.

it is not clear if we need to assign the sender or just the user permissionset to a docusign sender account.

答案1

得分: 1

SF用户拥有DS发送者权限:将信封发送为系统发件人。该用户无需是DocuSign用户。

SF用户拥有DS用户权限:将信封以其自身身份发送。该用户必须是DocuSign用户。

英文:

SF user with DS Sender permission: Send the envelope as a system sender. This user doesn't need to be a DocuSign user.

SF user with DS User permission: Send the envelope as themselves. This user has to be a DocuSign user.

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  • 本文由 发表于 2023年2月24日 06:12:58
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