Admin and security

Docable’s access comes from its own permission sets plus a licence, on top of Salesforce’s object, field, record and File access. Most admin work happens on two tabs in the Docable app: Get Started, which shows what is ready, and Docable Setup, where Docable’s own settings live.

I want to	Guide
Give people the right access	Give people access and check readiness
Look up what each permission set allows	Permission sets and roles
Find my way around Docable Setup	Use the Docable Setup page
Allow documents to read more than the person can see	Allow a template to run in system mode
Let site visitors request a document	Let portal and guest users request a document
Put the Generate button on a record page	Add the Generate Document button to a record page
Choose which documents are offered on which records	Offer when: which documents on which jobs
Keep documents in my own storage	Send documents to your own storage
Set how long Docable keeps data	Control how long Docable keeps your data
Connect Claude	Connect Claude to Docable
Let technicians make documents in the Field Service app	Set up Docable for the Field Service app
Send support what it needs	Get a support file
Keep Docable current	Update Docable after an upgrade

For what leaves your org, read Security and data flow.