Topic

There are two ways to Manage Permission Sets and DocGen Licenses for the Nintex DocGen Application:

1. Via the User Permissions section of the DocGen Admin Tab
2. Via Salesforce Permission Sets and Salesforce Installed Packages

Documentation: https://help.nintex.com/en-US/docgensf/Troubleshooting/DocGenUserPermissions.htm

Instructions

1. Via the User Permissions section of the DocGen Admin Tab:

1. Navigate to the DocGen Admin Tab >
   1. Select Configurations 
   2. From the list of available users, distribute to either an Admin Permission Set or User Permission Set
      1. Along with a Permission Set, the User will be assigned a License if applicable.
      2. License count is located under Provisioned Users

Notes:

• If the Provisioned Users count is incorrect, verify in Installed Packages in option 2 below.
• If a User does not appear in the list, please see if they were manually provided a Permission Set or License.

2. Via Salesforce Permission Sets and Salesforce Installed Packages:

Permission Set:

1. Navigate to Permission Sets in Salesforce Setup.
   1. Select the permission set DocGen Admin or DocGen User to be assigned to users.
   2. Click Manage Assignments 
   3. Click Add Assignments
   4. Select desired Users and click Assign

Documentation: https://help.salesforce.com/articleView?id=perm_sets_mass_assign.htm&type=5

Licenses:

1. Navigate to Installed Packages in Salesforce Setup.
   1. Select Manage Licenses next to the Nintex DocGen Package
   2. Click Add Users 
   3. Select desired Users and click Assign

Documentation: https://help.salesforce.com/articleView?id=distribution_managing_licenses.htm&type=5

Additional Information

• License management is not necessary for a Sandbox environment as there is an unlimited number available for testing.
• Sandbox Users require Permission Sets / Permission via Profile to generate DocGen Packages.
• Licenses may be required in Production environments.

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