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Getting Started

Installing Gutenburg

1. Go to the AppExchange to get the newest version of Gutenburg.

Gutenburg App Launcher.png

2. Install according to your organization's policies.

Gutenburg New Template.png
Assign Licenses

1. Go to Setup > Installed Packages > Gutenburg.

2. Click on Manage Licenses.

3. Assign licenses to any user who needs access to Gutenburg.

Install Selection.png
Permissions

1. Go to Setup > Permission Sets.

2. Locate the Permission Sets named Gutenburg Admin and Gutenburg User.

3. Assign permissions according to what each user needs to access.

Permission Sets.png

Gutenburg User:

Allows users to create PDFs but does not allow modification of back-end details.

Gutenburg Admin:

Allows users to create, modify, delete, and clone Templates, Automators, and Documents in addition to all privileges added by User Permission Set.

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