Last modified: 2024-07-19

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 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.
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