6. Configure Permission Sets and Grant Users access

📘

NOTE

The following steps use the HelloSign_User permission set. You can also update the HelloSign_Admin permissions set, but if users with that permission set have Salesforce Admin capabilities they will automatically have access to the new Visualforce page.

STEPS

• SETUP > Users > Permission Sets
  In Classic: SETUP > Manage Users > Permission Sets
• Clone HelloSign_User permission set
• Rename the permission set as you see fit
• Return to the list of Permission Sets and select the new permission set you created
• Under Apps click Visualforce Page Access
• Click Edit
• Add the Visualforce page you just created - HSignAction
• Click Manage Assignments button
• Click Add Assignments
• Click empty checkbox next to all users you want to add to this custom HelloSign permission set
• Click Assign
• Click Done