Administrators can pre-approve users to connect through OAuth when running solutions. This method masks the session ID and URL when using Visualforce® buttons, and prevents pop-up authorization requests when running Courier.
To configure Conga Courier as a connected app to use OAuth:
- Navigate to Setup
- Manage Apps
- Connected Apps
- Conga Courier.
- Click Edit.
Change the Permitted Users picklist to Admin approved users are pre-authorized.
Administrators must be pre-approved in the Connected App. If not, you might see an error message when trying to access the Conga Courier Setup page.
- Designate which users connect to Conga Courier through OAuth b adding profiles. Click Manage Profiles or Manage Permission Sets.