---
title: FAQ – How to Register for CONTRACT Butler
description: "### **FAQ – How to Register CONTRACT Butler** Before configuring CONTRACT Butler, ensure that the package is already installed in your Salesforce org and that you have the required Salesforce administrator permissions. #### **Install and Set Up CONTRACT Butler** Follow…"
url: "https://pdfbutler.com/academy/contract-butler-academy/contract-butler-faq/faq-how-to-register-for-contract-butler/"
updated: "2026-05-15"
category: CONTRACT BUTLER FAQ
---

# FAQ – How to Register for CONTRACT Butler

### **FAQ – How to Register CONTRACT Butler**

Before configuring CONTRACT Butler, ensure that the package is already installed in your Salesforce org and that you have the required Salesforce administrator permissions.

#### **Install and Set Up CONTRACT Butler**

Follow the official CONTRACT Butler installation and setup guide:

[Contract Butler Setup & Registration Guide](https://pdfbutler.com/academy/contract-butler-academy/contract-butler/install-setup/)

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#### **1. Access Permission Sets in Salesforce**

1. Log in to Salesforce.
2. Click **Setup**.
3. In the **Quick Find** box, type:
    `Permission Sets`
4. Under **Users**, select **Permission Sets**.

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#### **2. Clone the CONTRACT Butler Admin Permission Sets**

In the list of available Permission Sets:

1. Locate:
   - `CONTRACT Butler Admin`
   - `CONTRACT Butler User`
2. Open `CONTRACT Butler Admin`.
3. Click **Clone**.
4. Update:
   - **Label**
   - **API Name**

Example:

- Label: `CONTRACT Butler Admin Local`
- API Name: `CONTRACT_Butler_Admin_Local`

Save the new permission set.

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#### **Clone CONTRACT Butler User**

1. Open `CONTRACT Butler User`.
2. Click **Clone**.
3. Update:
   - **Label**
   - **API Name**

Example:

- Label: `CONTRACT Butler User Local`
- API Name: `CONTRACT_Butler_User_Local`

1. Save the new permission set.

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### **3. Configure Object Access**

The cloned permission sets must have access to the source object used by CONTRACT Butler.

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#### **Add Object Permissions**

1. Open the cloned permission set.
2. Go to **Object Settings**.
3. Select the source object required for your business process.

Examples:

- Opportunity
- Account
- Custom Objects

1. Configure the required permissions:
   - Read
   - Create
   - Edit
   - Delete (if applicable)
2. Save the changes.

Repeat these steps for both:

- Admin Permission Set
- User Permission Set

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### **4. Assign Permission Sets to Users**

1. Open the permission set.
2. Click **Manage Assignments**.
3. Click **Add Assignments**.
4. Select the users that should receive access.
5. Click **Next**.
6. Click **Assign**.

Repeat for both:

- CONTRACT Butler Admin Local
- CONTRACT Butler User Local

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### **5. Start Using CONTRACT Butler**

Once configuration is complete:

1. Open the **CONTRACT Butler** app.
2. Begin configuring your contract process.

You can now:

- Create Agreement Templates
- Configure Approval Processes
- Create Contracts
- Approve Contracts
- Integrate CONTRACT Butler into your business workflows

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