---
schema_version: "1"
id: f2aa56d2e53cd3aebd47cddd3898e240065be820a752f88715790f998ea912de
title: Personas and Permission Set Licenses for Omnistudio Document Generation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/doc_gen_permission_set_licenses_for_omnistudio_docgen.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.doc_gen_permission_set_licenses_for_omnistudio_docgen.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 406550d1f44f9690a971c2f54dc34729431f4bf293691cdeb08836722560504a
description: Users interact with document generation in different ways, depending on their roles and the specific features being used. Personas define what different types of users can do with Omnistudio Document Generation. Each persona is mapped to specific responsibilities and permission sets that determine the level of access a user has.
products:
  - Omnistudio Doc Gen
release: "264"
---
# Personas and Permission Set Licenses for Omnistudio Document Generation

Users interact with document generation in different ways, depending on their roles and the specific features being used. Personas define what different types of users can do with Omnistudio Document Generation. Each persona is mapped to specific responsibilities and permission sets that determine the level of access a user has.

The DocGen Platform License enables Omnistudio Document Generation features in the org.

Depending on their persona, each user needs a combination of licenses to use Omnistudio Document Generation:

- Omnistudio licenses (Omnistudio or Omnistudio User) to use Document Generation application with Data Mappers.
- DocGen licenses (DocGen Designer, DocGen User, DocGen Runtime for Community Users) to generate documents using the Salesforce Contracts application.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-document_generation-264-0-0-production-enus/f76d5573-56ce-4576-b4b2-7a4f1f2e622b/images/icon_note.png)

Note Non-admin users with a custom profile (not the Salesforce Standard profile) require the following access for Omnistudio Document Generation to work properly:

- Read access to all fields on the Document Templates and Document Template Content Documents objects.
- Access to the `omnistudio.DocGenFileUtil` Visualforce page in the custom profile's Visualforce Page Access settings.

## Create Users and Profiles

To begin, create users for Omnistudio Document Generation. Then assign users the appropriate permission sets. To help you plan, refer to the personas table. When you create a user, you must also assign a profile. Profiles define default settings for users. Some organizations create their own profiles, while others choose to use profiles included with Salesforce. Remember, users can have only one profile, but can have many permission sets assigned to them.

Before you being creating users and profiles, and assigning them, we recommend checking out these resources.

- [View and Manage Users](https://help.salesforce.com/s/articleView?id=platform.admin_users.htm&type=5&language=en_US)
- [Create or Clone Profiles](https://help.salesforce.com/s/articleView?id=platform.users_profiles_cloning.htm&type=5&language=en_US)
- [View and Manage Your Permission Set Licenses](https://help.salesforce.com/s/articleView?id=platform.users_permissionset_licenses_view.htm&type=5&language=en_US)

## Omnistudio and Omnistudio DocGen licenses

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
          <col style="width:20%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10830e105">Persona</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10830e108">AddOn License</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10830e111">Permission Set License</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10830e114">Included Permission Set</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d10830e117">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Persona" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e105 ">
              <ul>
                <li>Document Generation Designer</li>

                <li>Document Generation User</li>

              </ul>
            </td>

            <td data-label="AddOn License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e108 ">DocGenPlus </td>

            <td data-label="Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e111 ">DocGen Designer</td>

            <td data-label="Included Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e114 ">
              <ul>
                <li>DocGen Designer</li>

                <li>
                  <p>DocGen User</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e117 ">
              <p>Provides metered access to document generation. The Add-On
                includes 10,000 DocGen Designer Permission Set Licenses (PSLs). </p>
              <ul>
                <li>DocGen Designer allows designers to create document
                  templates, and generate documents.</li>

                <li>DocGen User allows users to generate documents.</li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Persona" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e105 ">
              <ul>
                <li>Document Generation Designer</li>

                <li>Document Generation User</li>

              </ul>
            </td>

            <td data-label="AddOn License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e108 ">DocGenDesigner [End of Sale (EOS)]</td>

            <td data-label="Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e111 ">DocGen Designer</td>

            <td data-label="Included Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e114 ">
              <ul>
                <li>DocGen Designer</li>

                <li>
                  <p>DocGen User</p>
                </li>

              </ul>
            </td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e117 ">
              <ul>
                <li>DocGen Designer allows designers to create document
                  templates and generate documents.</li>

                <li>
                  <p>DocGen User allows users to generate documents.</p>
                </li>

              </ul>
            </td>

          </tr>
          <tr class="">
            <td data-label="Persona" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e105 ">Document Generation Community User</td>

            <td data-label="AddOn License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e108 ">DocGenRuntimeCC</td>

            <td data-label="Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e111 ">DocGen Runtime for Community Users</td>

            <td data-label="Included Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e114 ">DocGen Runtime Community User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e117 ">
              <p>Allows digital experience users to generate documents in Digital
                Experience sites.</p>
              <p>For new customers, starting in Winter ’26, the
                DocGenRuntimeCC add-on is no longer required to enable document
                generation for community users. DocGen Runtime Community access
                is included in the base Partner Community, Customer Community,
                and Customer Community Plus licenses. This is applicable to
                customers purchasing non-industry SKUs such as Revenue Cloud
                Add-On (RCA). For industry cloud SKUs where the DocGenRuntimeCC
                add-on is already bundled, access continues as before. The
                update simplifies setup and removes the need for a separate
                community add-on SKU for new customers. </p>
              <p style="margin-bottom:0;">With the
                introduction of Context Services in DocGen, the dependency on
                Omnistudio license becomes optional.</p>
              <p style="margin-bottom:0;">For existing customers,
                orgs that already provisioned the DocGenRuntimeCC add-on continue to
                retain full access. License remain valid, and community users can
                generate documents without any change to their current
                setup.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Persona" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e105 ">Omnistudio Admin</td>

            <td data-label="AddOn License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e108 ">OmnistudioDesignerAddOn</td>

            <td data-label="Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e111 ">Omnistudio</td>

            <td data-label="Included Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e114 ">Omnistudio Admin</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e117 ">Allows admins and developers to create new Omniscripts,
              Omnistudio Data Mappers, Flexcards, and Integration Procedures
              instances. This permission set license also provides calculation
              runtime access.</td>

          </tr>
          <tr class="">
            <td data-label="Persona" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e105 ">Omnistudio User</td>

            <td data-label="AddOn License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e108 ">OmnistudioRuntimeAddOn</td>

            <td data-label="Permission Set License" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e111 ">Omnistudio</td>

            <td data-label="Included Permission Set" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e114 ">Omnistudio User</td>

            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d10830e117 ">Allows users to execute Omniscripts, Data Mappers, Flexcards, and
              Integration Procedures. This permission set license also provides
              calculation runtime access.</td>

          </tr>
        </tbody>
      </table>

## Additional Notes

DocGen access updates for Digital Experience users starting Winter ’26:

- Partner Community, Customer Community, and Customer Community Plus base licenses now include DocGen access. No separate community add-on SKUs are required for RCA and other non-industry SKUs.
- Existing DocGen customers with Partner Community or Customer Community Plus Industry add-on SKUs retain full entitlements.
- Context Services support removes the hard dependency on Omnistudio for document generation. An Omnistudio license can still be used if already provisioned.