This article is designed to help you understand user permission sets, when to use them, and how to assign them correctly. Whether you're working with the latest version or maintaining an earlier one, you'll find step-by-step instructions to ensure every user has the access they need—without granting unnecessary permissions.
Grant Permission Set
In version 1.339, we introduced three new permission sets to streamline access:
-
Formstack Document: Full administrator access for the managed package.
-
Formstack Document Merge Users: Internal users who need to trigger merges but do not require admin privileges.
-
Formstack Document Merge Users External: External or community users who will trigger document merges.
Note: After installing or upgrading to v1.339 or later, assign the appropriate permission set(s) to each user based on their role. Users without one of these permission sets will encounter errors when using the application. For setup details, please refer to our Permission Set Setup Guide.
Steps to Assign Permission Sets
-
Navigate to Setup > Users > Permission Sets.
-
Select the desired permission set.
-
Click Manage Assignments and then Add Assignments.
-
Select the users who should receive this permission set and click Assign.
-
Confirm that the users appear under Assigned Users.
Custom Object Permissions (pre-v1.339)
If you are using a version older than 1.339, access is controlled via individual permission settings on profiles rather than via permission sets. To grant access, go to Setup > Users > Profiles, then click Profile next to the profile you want to update. Scroll down to Custom Object Permissions and ensure the profile has Read, Create, Edit, and View All access for the following objects:
-
Field Mappings
-
Formstack Documents
-
Formstack Mappings
-
Formstack Mapping Criteria
-
Formstack Mapping Filter
Note: Also enable Edit under Field Level Security (FLS) for all fields on these objects.
Visualforce Pages
If you created custom Visualforce pages or didn’t grant access to All Users during installation, navigate to Setup > Visualforce Pages > Security, then add the required users or profiles to any pages beginning with webm.
NOTE: A full Salesforce license is required to fully use and set up the Formstack Documents integration as shown above.
App Installed for Admins Only
If you initially granted access to Admins only and want to extend usage to other profiles or permission sets, follow these steps within the Profile or Permission Set:
-
Apex Class Access: Edit, then move all classes starting with webm from Available to Enabled. Save.
-
Visualforce Page Access: Edit, then move all pages starting with webm from Available to Enabled. Save.
-
Custom Setting Definitions: Edit, then move all settings starting with webm from Available to Enabled. Save.
NOTE: After these steps, the Profile or Permission Set will be able to use Formstack Documents. Confirm the permission set assignment above to avoid errors.