By default, DocuSign integration is installed with the HCM profile settings detailed in this topic. If your org uses permission sets to grant access permissions, ensure the permission sets include equivalent access rights for assigned users.
To extend access permissions use permission sets and ensure they grant adequate access to objects needed by DocuSign for effective integration with the data content.
Inadequate access to objects results in an error message including the text:
Error - SalesForceIntegration failed...with the name of the object or objects it could not access.
Tab settings
Permission Sets
Tab settings are included in the Object Settings list.
Profiles
-
Fairsail HR Administrator profile
-
Fairsail HR Manager profile
-
Fairsail Platform Team Member profile
| Custom Tab Settings | Tab Hidden | Default Off | Default On |
|---|---|---|---|
| DocuSign Envelopes | Yes | ||
|
DocuSign Templates |
Yes |
Default Off tabs are listed on the App Launcher (Salesforce Lightning Experience) or All Tabs page (Salesforce Classic), and can be added to your default display.
Custom object permissions
Permission Sets
For object permissions check the Object Settings list.
Fairsail HR Administrator profile
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
| DocuSign Envelope | Yes | Yes | Yes | Yes | Yes | Yes |
| DocuSign Template | Yes | Yes | Yes | Yes | Yes | Yes |
| Recipient Role | Yes | Yes | Yes | Yes | Yes | Yes |
| Recipient Role Tab | Yes | Yes | Yes | Yes | Yes | Yes |
| Recipient Status | Yes | Yes | Yes | Yes | Yes | Yes |
| Recipient Status Tab | Yes | Yes | Yes | Yes | Yes | Yes |
Fairsail HR Manager and Fairsail Platform Team Member profiles
To grant access to HR Managers, set Custom Object Permissions for these objects to match your requirements. Typically, set all objects View All and Modify All. Setting View All and Modify All on gives Read, Edit, and Delete access, and excludes Create.
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
| DocuSign Envelope | ||||||
| DocuSign Template | ||||||
| Recipient Role | ||||||
| Recipient Role Tab | ||||||
| Recipient Status | ||||||
| Recipient Status Tab |