Assign app permissions by profile

This topic describes how to assign Nintex Drawloop DocGen® for Salesforce permissions by using a profile. You set field-level security, which is the same for both app users or administrators. Then you set custom object permissions and Visualforce page access for either users or administrators, depending on how you want to use the profile. If you only have a few users, consider using a permission set. For more information, see Assign app permissions by permission set.

Edit field-level security

Edit the security settings for a profile to make fields on custom objects visible. App users and administrators use these settings.

To make fields visible to a profile

  1. From Setup, enter Profiles in the Quick Find box, then click Profiles to display a list of the profiles in your organization.

  2. Click the Profile Name of the profile to which you want to deploy the app.

  3. In the profile detail page, under Field-Level Security, in Custom Field-Level Security, click View for each custom object and then click Edit.

    1. Click Visible for each field name on the object.

    2. Click Save.

    3. Click Back to Profile.

    List of custom objects for Nintex Drawloop DocGen® for Salesforce

    • Component

    • Component Group

    • Component Group Component

    • Connected Component Group
    • Delivery Option

    • DocGen Package

    • DocGen Package Template

    • Document Request

      The Document Request object appears as Document Queue on profiles in Custom Object Permissions.

    • Form Field

    • Form Rule

    • Form Step

    • Insert-Update

    • PDF Stamp

    • Recipient

    • Relationship

    • Secure Field

Set Nintex Drawloop DocGen® User permissions on a profile

Grant these permissions for app users to generate documents.

To grant app user permissions to a profile

  1. From Setup, enter Profiles in the Quick Find box, then click Profiles to display a list of your organizations profiles.

  2. Click Edit for the profile to which you want to grant app user permissions.

  3. Under Custom Object Permissions, click Read for each of the Custom Object Permissions for the app.

    List of Custom Objects Permissions

    • DocGen Components

    • DocGen Component Groups

    • Component Group Components

    • Connected Component Groups
    • Delivery Options

    • DocGen Packages

    • DocGen Package Templates

    • DocGen Queue

      DocGen Queue permissions are for the Document Request Custom Object.

    • Form Fields

    • Form Rules

    • Form Steps

    • Insert-Updates

    • PDF Stamps

    • Recipients

    • Relationships

    • Secure Fields

  4. Under Administrative Permissions, click the following permissions.

    • Create and Customize Reports

      Required to generate documents with Scheduled DocGen Packages or use reports in other DocGen Packages.

    • API Enabled

      Required for DocGen Admins and DocGen Users .

  5. Under General User Permissions, click the following permissions.

    • Export Reports

      Required for using reports in other DocGen Packages.

    • Run Reports

      Required for using reports in other DocGen Packages.

    • Deliver Uploaded Files and Personal Content

      Required to use the Content Delivery Delivery Option.

    • Mass Email

      Required to automatically send emails through Salesforce with a DocGen Package.

    • Send Email

      Required to send emails through Salesforce with a DocGen Package.

  6. Under Standard Object Permissions, click Read for Documents.

    App users need read access to the Documents object to store templates, as well as read access to the applicable folders or libraries.

    Note: If your organization is using Salesforce CRM Content, then app users added to a library need at least the Viewer library permission. For more information, see Manage Library Permissions.

To grant app user access to Visualforce pages

  1. From Setup, enter Profiles in the Quick Find box, then click Profiles to display a list of your organizations profiles.

  2. Click the Profile Name of the profile you want to work with.

    The profile detail page appears.

  3. Click Enabled Visualforce Page access and click Edit.

    The Enable Visualforce Page Access editor opens.

  4. In Available Visualforce Pages, select the following pages and then click Add.

    • LOOP.email

    • LOOP.error

    • LOOP.form

    • LOOP.loop

    • LOOP.loopit

    • LOOP.looplus

    • LOOP.loopmerge

    • LOOP.masslooplus

  5. Click Save.

Set Nintex Drawloop DocGen® Administrator permissions on a profile

Grant these permissions for app administrators to create DocGen Packages and generate documents.

To grant app administrative permissions for a profile

  1. From Setup, enter Profiles in the Quick Find box, then click Profiles to display a list of your organizations profiles.

  2. Click Edit next to the profile to which you want to grant app user permissions. The profile opens in edit mode.

  3. Under Custom Object Permissions, click Read, Create, Edit, and Delete for each of the Custom Object Permissions for the app.

    List of Custom Objects Permissions

    • DocGen Components

    • DocGen Component Groups

    • Component Group Components

    • Connected Component Groups
    • Delivery Options

    • DocGen Packages

    • DocGen Package Templates

    • DocGen Queue

      DocGen Queue permissions are for the Document Request Custom Object.

    • Form Fields

    • Form Rules

    • Form Steps

    • Insert-Updates

    • PDF Stamps

    • Recipients

    • Relationships

    • Secure Fields

  4. Under Administrative Permissions, click the following permissions.

    • API Enabled

      Required for DocGen Admins and DocGen Users.

    • Send Outbound Messages

      Required for any user specified as the User to Send As in an outbound message.

    • View Setup and Configuration

      Required for all DocGen Admins.

    • Edit HTML Templates

      Optional.

  5. Under Standard Object Permissions, click Read for Documents.

    App users need read access to the Documents object to store templates, as well as read access to the applicable folders or libraries.

    Note: If your organization is using Salesforce CRM Content, then app users added to a library need at least the Viewer library permission. For more information, see Manage Library Permissions.

To grant app administrative access to Visualforce pages

  1. From Setup, enter Profiles in the Quick Find box, then click Profiles to display a list of your organizations profiles.

  2. Click the Profile Name of the profile you want to work with.

    The profile detail page appears.

  3. Click Enabled Visualforce Page access and click Edit.

    The Enable Visualforce Page Access editor opens.

  4. Select all the pages that begin with LOOP in Available Visualforce Pages and click Add.

  5. Click Save.

Related information

Deploy custom objects for the app

Purchase, upgrade, or manage edition options

Manage user licenses and permissions