Create users in DocuBuilder

Owned by Jack Kuijper
Last updated: 21 Sept 2022
1 min read

Initially, the users should be known within DocuBuilder so that they can now be linked to Salesforce from there. (see next chapter)

Instructions

  1. Search for DocuFlow Settings in the App Launcher:

     

  2. Press Settings:

     

  3. Further detailed description for the user management can be found via DocuBuilder users