Access permissions to support DocuSign

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.

Note

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 Not selected Yes Not selected

DocuSign Templates

Not selected Yes Not selected

 

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. By default, no access is granted.