The HotDocs package includes a built-in permission set that can be assigned to users to grant them the necessary capabilities within the application.
What permission sets are available?
CaseCloud ships with the permission set listed below, which allows your users to perform the specified activities within the integration.
| Permission Set Name | Description |
|---|---|
| HotDocs Admin | Allows full operational capability within the application. |
| HotDocs User | Allows regular operational capability within the connector. Users assigned to this permission set cannot modify mapping templates or configuration settings within the NetDocuments Setup tab. |
The permission set shipped with the HotDocs application is not editable. CaseCloud advises users to create a Permission Set Group and add the CaseCloud shipped permission set to that group to customize permissions for their users. You can further mute any custom permissions that CaseCloud provides to disable them for your users.
The advantage of using permission set groups is that you will automatically receive updates to any CaseCloud-shipped permission sets during future package upgrades, without affecting any muted permissions set by your administrator.
Permission Set Groups provide useful functionality for muting permissions available across all permission sets within the group. Administrators can:
- use and generate a permission set group for users with the CaseCloud controller permission set included in the group, and
- mute some permissions that CaseCloud has, by default, enabled in the included permission set.
This offers the advantage of receiving all the updates that CaseCloud provides via the packaged permission set, and an administrator can still control which features to enable or disable for their users without worry.
Step 1
The following steps assume that no previous permission set groups have been set up in the organization.
- From Setup, enter
Permission Set Groupsin the Quick Find box. - Select Permission Set Groups.
- Select the New Permission Set Group button and create the new permission set group.
Step 2
Create a permission set group.
- Label - Enter a name for the permission set group.
- Description - [optional] Enter a descriptive summary.
- API Name - This name will auto-fill.
- Once you select Save, you will be taken to the permission set group detail page.
Step 3
Select the Permission Sets in Group link under the Permission Sets section.
Step 4
Select the Add Permission Set button.
Did you know? You can add up to 100 permission sets to a permission set group.
Step 5
- Select the permission sets you want to add to the group.
- Select Add.
Step 6
- Select Done.
- Click the Back to: Permission Set Group link.
- When the update is complete, the permission set group status will change to Updated. You may need to refresh your browser page.
Step 7
[Optional] On the permission set group detail page, select the Muting Permission Set in Group link under the Permission Sets section.
Step 8
[Optional] Select New if no muting permission set exists on this screen.
Step 9
[Optional] Select Save.
Did you know? Only one muting permission set is allowed per group.
Step 10
[Optional] Click on the Muting Permission Set Label name link.
Image 11
[Optional] As an administrator, you have complete control and can now enable/disable any permission within the CaseCloud packaged permission set that is locked for editing. There are two different places to do this: Object Settings and Custom Permissions. From here, you can get as granular as you want with your users' permissions in HotDocs.
You are now ready to assign this permission set group to your users. Good job!
Muting only impacts members within the permission set group. Users outside of the group who are assigned to individual permission sets remain unaffected. As a best practice, if a permission set group includes a permission set, then users requiring access from the permission set must be removed from the permission set and added back to the permission set group instead.