Configuring Salesforce Users

Configuring a New Salesforce User

To create a new Salesforce user, and give them access to OneSpan Sign Embedded Integration for Salesforce:

1. Log in to the relevant Salesforce.com organization as a System Administrator.

2. In the top menu, click the Setup icon, and then Setup.

3. In the Administration section , select Users.

4. Click Users again.

5. To begin creating a new user, click New User. The User Edit page appears.

6. Appropriately edit information for your new user (First Name, Last Name, etc.). In the User License field, select Salesforce, and check the Active box.

   A Salesforce User License is required to use OneSpan Sign Embedded Integration for Salesforce.

7. When you've finished editing the user's information, click Save. The new user's Details page appears.

8. Click Permission Set Assignments, and then click Edit Assignments.

9. From the list of Available Permission Sets, select the appropriate Permission Set.

10. Click Save.

Configuring an Existing Salesforce User

To enable an existing Salesforce user to access OneSpan Sign Embedded Integration for Salesforce:

1. Log in to the relevant Salesforce.com organization as a System Administrator.

2. In the top menu, click Setup.

3. In the Administration section, select Manage Users.

4. Click Users.

5. Click the name of the Salesforce user.

6. Click Permission Set Assignments, and then click Edit Assignments.

7. From the list of Available Permission Sets, select the appropriate Permission Set.

8. Click Save.