Permission Sets for Accessing the Approval Center
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
- Go to Setup.
- From the setup menu on left, go to .
- Select the Conga Grid Users permission sets from the list.
- Click .
- Click the check box adjacent to the users who need access and click Assign.
- Click Done.
To add users to the Conga Grid Visualforce pages permission set
- Navigate to Setup.
- From the setup menu on left, go to .
- Click Conga Grid Visualforce Pages from the list.
- Click .
- Select the user(s) from the list.
- Click Done.
