You must provide the following permission sets to your users to access the Approval Center:

  • Conga Grid Users
  • Conga Grid Visualforce pages

Prerequisite

The Conga Grid package is installed in your Salesforce org. 

To add users to the Conga Grid permission set

  1. Navigate to Setup.
  2. From the setup menu on left, go to Administrators >  Users > Permission Sets. 
  3. Select the Conga Grid Users permission sets from the list.
  4. Click Manage Assignments > Add Assignments.
  5. Click the checkbox adjacent to the users who need access and click Assign.
  6. Click Done.

To add users to the Conga Grid Visualforce pages permission set

  1. Navigate to Setup.
  2. From the setup menu on left, go to Administrators > Users > Permission Sets. 
  3. Click Conga Grid Visualforce Pages from the list.
  4. Click Manage Assignments > Add Assignments.
  5. Select the user(s) from the list.
  6. Click Done.