Availability

The DocGen Package A customizable package that consists of your Salesforce data, documents, and delivery configurations for documents you want to generate. Availability window allows you to determine which users with the configured Profiles Salesforce says, "Defines a user’s permission to perform different functions within Salesforce.", Roles Salesforce says, "Assigned responsibility of a user, partner account, or contact for specific accounts and opportunities. Administrators can define user roles in Setup.", Permission Sets Salesforce says, "A collection of permissions and settings that gives users access to specific tools and functions.", and Groups Salesforce says, "A group is a set of users. Groups can contain individual users, other groups, or the users in a role." can view and run a DocGen Package.

Note: Availability is formerly known as Security or Visibility.

Add options to assign Availability

Open a DocGen Package that you want to add availability options to.
Navigate to the Availability pane and do the following:
1. Click (down arrow).
2. Select Add Availability.
In the Assign Availability drop-down list, select on one of the following:

Profiles
Roles
Permission Sets
Groups

When an option above is selected from the drop-down list, a new set of options appears.

Select the option(s) that you want to add and click Save. The Availability options are saved.

Remove options from assigned Availability

Open a DocGen Package that you want to remove availability options from.
Navigate to the Availability pane and do one of the following:

To remove only one option, click the X next to the option that you want to remove.
To remove all options simultaneously, click (down arrow) > Remove All. A confirmation message appears, "Are you sure you want to remove all availability?". Click Remove to confirm.