You can define Master Profile and custom profile permissions for user profiles that allow the users to access the following X-Author Contracts features:

  • Contracts tab
  • Templates tab
  • Check-in as final
  • Check-in without redlines
  • Check-in with redlines
  • Unprotect document
  • Unlock read-only clause
  • Open and Open and Update option
  • Disable Auto check out option
  • Retain document name 
  • Enable Create PDF/A option at check-in

Irrespective of the user profile permissions, any user can check-in a document with redlines using X-Author for Contracts Advanced. 


You need to perform one of the following actions for all the user profiles in your org to permit users to access X-Author Contracts features:

  • Define the APTS_ProfilePermissions Master Profile permissions and any custom permissions.
  • Assign custom permissions to a user profile and enable the View Setup & Configuration permission.

The following conditions apply when a user accesses the X-Author Contracts features:

  • Any user profile not assigned with custom permissions will use the permissions set in the Master Profile. 
  • If a user profile is assigned a custom permission, the system will give priority to the custom permission.
    • If a permission is missing for your custom permission, the system will check for and use the permission in the Master Profile. For example, if xa_displaycheckincreatepdfa is missing from your custom permission, but is set to false in your Master Profile, the system will not all the user to access that feature.

If a permission is missing from both the Master Profile and a custom profile, users will encounter an error. All permissions in the sample code below must be included. If you don't want users to access a feature, set the permission to false. 


Profile Permission Priority 

If APTS_ProfilePermissions custom permissions are assigned to a specific Profile in the ADMIN tabIf APTS_ProfilePermissions are available for the Master Profile in the ADMIN tabResult
PresentPresentThe user has access to the custom permissions assigned to their specific profile. 
Not PresentPresentThe user has access to the permissions assigned in the Master Profile.
Not PresentNot PresentThe user receives an error. 
PresentNot PresentThe user has access to the custom permissions assigned to their specific profile. 

To configure APTS_ProfilePermissions Master Profile and Custom Profile Permissions

APTS_ProfilePermissions allows you to define Master Profile and custom permissions for user profiles. 

  1. Navigate to Admin tab.
  2. Click New.
  3. Enter APTS_ProfilePermissions in the Name field.
  4. Enter JSON in the Value field.
  5. In the Code field, you need to define the following parameters.

Master Profile Parameters

NameTypeDescription

id

ID

MasterProfile

name

string

Master Profile

PermissionstringThe X-Author Contracts Advanced feature name.

Value

booleanIndicates whether the user profile has the feature access.

Master Profile Code

{
	"profiles": [
		{
			"id": "MasterProfile",
			"name": "Master Profile",
			"permission": {
				"xa_contracts": "<value>",
				"xa_template": "<value>",
				"xa_checkinasfinal": "<value>",
				"xa_checkinwithredlines": "<value>",
				"xa_checkinwithoutredlines": "<value>",
				"xa_unlockreadonlyclause": "<value>",
				"xa_unprotectdocument": "<value>",
				"xa_hidecheckoutmenu": "<value>",
				"xa_disableautocheckout": "<value>",
				"xa_displaycheckinretaindocumentname": "<value>",
				"xa_displaycheckincreatepdfa": "<value>"
			}
		}
	]
}
CODE


Custom Profile Parameters

NameTypeDescription

id

ID

The id of a user profile.

name

string

The name of a user profile.

PermissionstringThe X-Author Contracts Advanced feature name.

Value

booleanIndicates whether the user profile has the feature access.

Custom Profile Code

{
	"profiles": [
		{
			"id": "<UserProfileID>",
			"name": "<UserProfileName>",
			"permission": {
				"xa_contracts": "<value>",
				"xa_template": "<value>",
				"xa_checkinasfinal": "<value>",
				"xa_checkinwithredlines": "<value>",
				"xa_checkinwithoutredlines": "<value>",
				"xa_unlockreadonlyclause": "<value>",
				"xa_unprotectdocument": "<value>",
				"xa_hidecheckoutmenu": "<value>",
				"xa_disableautocheckout": "<value>",
				"xa_displaycheckinretaindocumentname": "<value>",
				"xa_displaycheckincreatepdfa": <"value">
			}
		}
	]
}
CODE

Sample

{
	"profiles": [
		{
			"id": "MasterProfile",
			"name": "Master Profile",
			"permission": {
				"xa_contracts": "true",
				"xa_template": "true",
				"xa_checkinasfinal": "true",
				"xa_checkinwithredlines": "false",
				"xa_checkinwithoutredlines": "true",
				"xa_unlockreadonlyclause": "true",
				"xa_unprotectdocument": "true",
				"xa_hidecheckoutmenu": "false",
				"xa_disableautocheckout": "false",
				"xa_displaycheckinretaindocumentname": "true",
				"xa_displaycheckincreatepdfa": "false"
			}
		}
	],
	"profiles": [
		{
			"id": "00eW0000000EKg8",
			"name": "System Administrator",
			"permission": {
				"xa_contracts": "true",
				"xa_template": "false",
				"xa_checkinasfinal": "true",
				"xa_checkinwithredlines": "false",
				"xa_checkinwithoutredlines": "true",
				"xa_unlockreadonlyclause": "true",
				"xa_unprotectdocument": "true",
				"xa_hidecheckoutmenu": "false",
				"xa_disableautocheckout": "true",
				"xa_displaycheckinretaindocumentname": "true",
				"xa_displaycheckincreatepdfa": "false"
			}
		},
		{
			"id": "00eA0000000nWXj",
			"name": "Custom Sys Admin",
			"permission": {
				"xa_contracts": "true",
				"xa_template": "true",
				"xa_checkinasfinal": "true",
				"xa_checkinwithredlines": "true",
				"xa_checkinwithoutredlines": "true",
				"xa_unlockreadonlyclause": "true",
				"xa_unprotectdocument": "true",
				"xa_hidecheckoutmenu": "false",
				"xa_disableautocheckout": "true",
				"xa_displaycheckinretaindocumentname": "true",
				"xa_displaycheckincreatepdfa": "false"
			}
		}
	]
}
CODE

If the Code field has multiple entries for the same user profile, the first entry is used for feature access.

To configure View Setup & Configuration Permission

For information on how to configure View Setup & Configuration permission, see Profile Settings and Security.

Configuration Priority

The following table provides the details about which configuration is given priority:

APTS_ProfilePermissions 

Custom Permissions 

View Setup & Configuration 

User Access

YesYesNot applicableUser is able to access the features according to the APTS_ProfilePermissions configuration. 

Yes

No

Not applicable

User is able to access the features according to the APTS_ProfilePermissions configuration.

No

No

Not applicable

User is unable to access the features.

No

Yes

Yes

User is able to access the features according to the custom permission.

No

Yes

No

User is unable to access the features.