Ensuring Permissions and User Security in Docs Made Easy

When using third-party tools in Salesforce, ensuring the security and privacy of sensitive information is of utmost importance. With the rising severity of data breaches, it becomes crucial to thoroughly comprehend an application’s security architecture before installation.

This importance is magnified even further when dealing with document-generation tools that utilize customer data to create documents. Docs Made Easy, a popular real-time document generation solution, recognizes these challenges and comes with a foolproof security standard to safeguard data privacy.

In this blog, we will explore the various permissions and user security features offered by Docs Made Easy to protect your documents and maintain control over who can access and edit them.

3 Inbuilt Features in Docs Made Easy for data security

Before delving into the security features offered by Docs Made Easy, it’s crucial to emphasize that Docs Made Easy never captures or stores any transactional data, except for templates, configuration settings, and audit trail logging.

Rest assured, your sensitive transactional information remains secure and protected within your Salesforce environment.

Here are the security features to protect documents and maintain control.

1. User Roles and Permissions

Documents Made Easy provides a variety of user roles with varying levels of access and permission. These roles include:

• Owner: A document’s owner has full control over it, including the ability to modify permissions, delete it, and manage collaborators.
• Editor: Editors can make changes to the document, including capabilities like adding, updating, and deleting content.
• Viewer: Viewers can only view the document but cannot make any changes.
• Commenter: Commenters can add comments to the document but cannot make any direct edits.

By assigning specific roles to users, you can ensure that only authorized individuals have the necessary access and editing rights.

2. Sharing and Collaboration

Docs Made Easy allows you to share documents with specific individuals through emails. When sharing a document, you can choose whether the recipient has view-only access or editing privileges. Furthermore, shared links can be set to expire at a specific date, so that access is limited for a limited period.

To further enhance collaboration, Docs Made Easy offers real-time editing, where multiple users can work on a document simultaneously. With this feature, everyone can stay on the same page and can see changes in real-time.

3. Document Versioning and History

To maintain document integrity and track changes, Docs Made Easy provides version control and revision history.

By doing this, you can view a detailed history of edits made by different users on a document and revert to previous versions if necessary. By having a clear audit trail, you can identify any unauthorized changes and take appropriate action.

Conclusion

Ready to try out Docs Made Easy yet? Head straight to the Salesforce AppExchange and install the app to get started with secure document generation now!