HelloSign for Salesforce provides two permission sets that can be found in Setup > Administration > Users > Permission Sets. They are titled “HelloSign_User” and “HelloSign_Admin”. These permission sets can be cloned and modified to make custom versions to fit whatever use cases you may have.
HelloSign_User provides the ability to:
- Create templates
- Edit templates
- Send with Template
- Send one off document
- Read and Create HelloSign Logs
HelloSign_Admin provides the ability to:
- Connect to HelloSign with any Salesforce profile
- Delete Templates
- Delete Signature request records
- Delete Logs
- All functions of HelloSign User
The above functionality for HelloSign for Salesforce assumes that no other Salesforce settings, template restrictions, org updates, Profile modifications, etc. supersede what is prescribed by our permission sets.