Users

User access to is governed by a series of permission sets and custom permissions.

Permission sets

Permission sets bundle permissions and extends users' access to tools and functions. The Permission sets table below lists the permission sets and details the custom permissions that each permission set contains.

Warning: The permission sets listed in the Permission sets table below are considered internal system metadata and should not be altered in any way. If you need to customize a permission set, clone and assign the permission set to users.

Permission sets

Permission set label	Permission set API name	Description
CA_Office_365_Admin	CA_Office_365_Admin	Users with this permission set can author Microsoft 365 content, check out any document to Microsoft 365, and reopen in Microsoft 365 any document that is already checked out. They are only able to check in or cancel the checkout of documents that they performed the checkout action upon.
CA_Office_365_Author	CA_Office_365_Author	Users with this permission set can author Microsoft 365 content, check out documents of which they are a collaborator, and reopen in Microsoft 365 any document that is already checked out and that they are a collaborator of. They are only able to check in or cancel the check out of documents they performed the checkout action upon. For more information on collaborator permissions, refer to Salesforce's Change File Access in Lightning Experience documentation.
CM_ContentAuthor	mvn__CM_ContentAuthor	Standard user.
CM_ContentReadOnly	mvn__CM_ContentReadOnly	Grants read-only access to .
CM_ReassignTasks	CM_ReassignTasks	Grants users the ability to reassign workflow tasks from themselves to others.
CM_Self_Approver	mvn__CM_Self_Approver	Grants users the ability to assign workflow activities to themselves.
CM_SystemAdmin	mvn__CM_SystemAdmin	Grants users View All/Modify All access to objects.
Download Audit Trail	mvn__AT_Download_Audit_Trail	Allows a user to download an Audit Trail report for a record.

Custom permissions

Custom permissions give users access to tools and functions. The Custom permissions table below lists the custom permissions.

Warning: The custom permissions listed in the Custom permissions table below are considered internal system metadata and should not be altered in any way by customers.

Custom permissions

Custom permission label	Custom permission API name	Description
CM Admin	mvn__CM_Admin	Grants users administrator access to the .
CM Delete Document Role With Open Tasks	CM_Delete_Document_Role_With_Open_Tasks	Grants users the ability to delete document roles even if there are open workflow tasks on the document.
CM Electronic Signer	mvn__CM_Electronic_Signer	Users that have this permission are required to configure TOTP in order to electronically sign documents. See Electronic signatures . :::: note ::: title ::: Even with MCM Global Setting configured with Require Electronic Signatures set to true, if the user does not have the CM_Electronic_Signer custom permission assigned, an electronic signature will not be required for that user. ::::
CM Enable Viewer Debugging	CM_Enable_Viewer_Debugging	Enables the error message panel in the CM_ThirdPartyDocumentPreview Visualforce page.
CM Reassign Task	CM_Reassign_Task	Grants users the ability to reassign workflow tasks from themselves to others.
CM Self Approver	mvn__CM_Self_Approver	Grants users the ability to assign workflow activities to themselves.
CM User	mvn__CM_User	Standard user.
Download Audit Trail	mvn__AT_Download_Audit_Trail	Allows users permission to download Audit Trail for a record.
LY Layout Editor	LY_Layout_Editor	Grants users access to the layout editor toolbar.
Office 365 Admin	mvn__CA_Office_365_Admin	Users with this permission have administrative access to the Office 365 service.
Office 365 User	mvn__CA_Office_365_User	Users with this permission may access the Office 365 service.

Grant access to existing users

To provision access to for an existing Salesforce user:

1. In the Quick Find box in Setup, search for and select Users.

2. Select the user you would like to grant access to.

3. Click Edit Assignments on the Permission Set Assignments related list.

4. Select the appropriate Permission Set(s).

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5. Click Save.

Create new user

To provision access to for a new Salesforce user:

1. Create the Salesforce user as you would normally. Visit Salesforce's View and Manage Users documentation.

2. Click Edit Assignments on the Permission Set Assignments related list.

3. Select the appropriate Permission Set(s).

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4. Click Save.