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Custom Permissions
Custom permissions allow you to give access to certain X-Author Contracts features for a user profile.
Classic Navigation: Setup > Build > Develop > Custom Permissions.
Lightning Navigation: Setup > Custom Code > Custom Permissions.
The following table lists the custom permissions available in the Contract Management application:
Custom Permission | Description |
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XA_CheckinAsFinal | This permission allows users to view the following save options on the Check-in document page:
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XA_CheckInWithoutRedlines | This permission allows users to view the following save options on the Check-in document page:
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XA_CheckInWithRedlines | This permission allows users to view the following save options on the Check-in document page:
Irrespective of the user profile permissions, any user can check-in a document with redlines using X-Author for Contracts 1.0. |
XA_Contracts | Allows users to view the Contracts tab in X-Author Contracts. |
XA_Template | Allows users to view the Templates tab in X-Author Contracts. |
XA_UnlockReadOnlyClause | Allows users to modify read-only clauses in X-Author Contracts. |
XA_UnprotectDocument | Provides full access to all the documents irrespective of protection type enforced at the document level. |
XA_disableautocheckout | This permission when set to true disables the auto check out option for the user when they perform the following actions:
This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles. |
XA_hidecheckoutmenu | This permission hides the Open and Open and Update option for the user. This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles. |
xa_unprotectdocument | This permission allows users to view the document protection toggle button. |
xa_disableimportoffline | This permission, when set to true, disables the Import Offline option for the user and when set to false makes the option available for the user. When this custom permission is not added, the Import offline option is available for the user by default. This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles. |
xa_disablecreateoffline | This permission, when set to true, disables the Create Offline option for the user and when set to false makes the option available for the user. When this custom permission is not added, the Create offline option is available for the user by default. This custom permission is available to be configured in the APTS_ProfilePermissions admin entry. For more information, see Assigning Custom Permissions to User Profiles. |
xa_displaycheckinretaindocumentname | This permission enables an option for users to select to retain a document name during check-in. Retain Document name allows users to use the document name from the document version properties in CLM instead of from Comply setting. |
xa_displaycheckincreatepdfa | This permission enables the Create PDF/A attachment option during check-in. |