Assign app permissions by permission set

This topic describes how to assign Nintex Drawloop DocGen® for Salesforce permissions by using a permission set. Use a permission set to grant permissions for a few users. If you have a lot of users, consider using a profile. For more information, see Assign app permissions by profile.

Assign a permission set

App permission sets allow you to assign permission for the app.

To grant permissions

  1. From Setup, enter Users in the Quick Find box, then select Users.

  2. Click Full Name of the user to whom you want to assign the permission set.

  3. In the Permission Set Assignments related list, click Edit Assignments.

  4. From the Available Permission Sets, select the permission set to assign to the user, and then click Add.

    • DocGen Admin

      Allows the user to create, modify and run DocGen Packages.

    • DocGen User

      Allows the user to generate documents.

  5. Click Save.

Related information

Assign app permissions by profile

Purchase, upgrade, or manage edition options

Manage user licenses and permissions