Salesforce Lightning Object Permissions
If you use Salesforce Lightning, and you're an admin for your Salesforce account, you can assign the appropriate object permissions for your users. To assign permissions in Salesforce Lightning:
Navigate to Setup > Administer > Manager Users > Profiles.
Click the profile name you want to update with the appropriate object permissions.
Navigate to Apps.
Select Visible for Sertifi E_Sign for Salesforce.com.
Navigate to Object Settings.
Click Edit next to each of the following object names, and ensure all Object Permissions are Enabled, and all field permissions have Edit access:
Read
Create
Edit
Delete
View All
Modify All
EContractActivities
Required
Required
Required
Optional
Optional
Optional
EContractParameters
Required
Required
Required
Optional
Optional
Optional
EDocuments
Required
Required
Required
Optional
Optional
Optional
Payments
Required
Required
Required
Required
Optional
Optional
Sertifi EContracts
Required
Required
Required
Required
Optional
Optional
Signers
Required
Required
Required
Optional
Optional
Optional
Sertifi DataMap (for Sertifi SEM)
Required
Required
Required
Optional
Optional
Optional
Sertifi DataMap Item (for Sertifi SEM)
Required
Required
Required
Optional
Optional
Optional
Click Save.
Navigate back to the profile.
Navigate to Apex Class Access.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Apex Classes start with Sertifi2_0 or Sertifisem.
Navigate to Visualforce Page Access.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Visualforce Pages start with Sertifi2_0 or Sertifisem.
Navigate to Custom Setting Definitions.
Click Edit.
Move all the Sertifi entries from the Available column to the Enabled column.
Click Save. Typically, Sertifi Custom Settings start with Sertifi2_0.
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