After installing the packages, you must grant the appropriate permissions to your Salesforce users. @Sign includes pre-defined Permission Sets to make this process simple and secure.
Why we use Permission Sets
Configuring security in Salesforce can be time-consuming. @Sign uses a Managed Permission Set model to simplify your administration and ensure your integration never breaks due to security updates.
The Benefits of Managed Permissions
Zero Configuration: Instead of checking dozens of boxes for “Read/Write” access on custom objects, you simply “Assign and Forget.”
Automated Updates: When we introduce a new feature or add a field to the @Sign package, we update the Permission Sets automatically. You don’t have to manually edit profiles or adjust field-level security every time there is a new release.
Security Best Practices: We follow the “Principle of Least Privilege.” Our permission sets are pre-configured to give users exactly what they need—and nothing more—protecting your sensitive CRM data.
Navigate in your Salesforce environment to Setup
Click on "Permission Sets"
The @Sign package streamlines security by providing three primary managed permission sets: Admin, User, and Viewer. The Admin set grants comprehensive access to all setup, global configurations, and features, while the User set is designed for the front-end team to send contracts and forms directly from Salesforce pages. For those who only need to monitor progress, the Viewer set provides read-only access to existing documents. Beyond these core roles, we provide additional permission sets that allow you to fine-tune specific features—such as those managed within the LWC Component—ensuring you can customize user capabilities without manual security updates.
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We want to setup @Sign, so we will assign the admin permission set to ourself.
Click on "Manage assignments"
Click on "Add Assignment"
Select the user(s) you want to be an admin & Click next
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Click on "Assign"
