Learn How to Assign Collaborators
What Happens when you Assign Collaborators?
Collaborators are users that generate documents from Salesforce and can trigger processes within Titan and send results to customers.
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How do you Assign Collaborators?
Note:
You must have a power user or administrator role to make changes or assign users.
- Click the My Account tab and select the Users subtab.
- Click the Assign button on the Collaborators option to assign Collaborators. The Add Collaborators screen opens.
- Assign collaborators from the SF users, SF profiles, or SF Permission Sets tabs.
- Use the Select a field drop-down list to filter users by Name or Profile ID; depending on the chosen tab, options might differ. Alternatively, you can use the Search field to search for users.
- Click the checkbox next to the user to choose a user.
- Click the Next button. The Add Collaborators screen opens.
- Select the Form and/or Sign tabs to give users the following permission:
- Click the Forms checkbox to give access to generate documents.
- Click the Sign checkbox to give access to Titan Sign documents.
- Click the Void checkbox to cancel the process of the signature you sent in Titan Sign.
- If necessary, select the Application Access tab to grant users access to the following options:
- Click the Sign Wizard in Salesforce checkbox to grant users access to Sign Wizard in Salesforce.
- Click the Titan Documents add-on in MS Word checkbox to grant users access to Titan MS Word documents.
- Type a descriptive name in the Name field to describe who is given permissions.
- Click the Finish button. The collaborator will be added to the collaborators’ screen.
Check out these articles for more information on Editors:
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