Conga Product Documentation

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Providing Access to Run Wizards

As an administrator, you can provide access to a particular user profile by providing required object permissions to the wizard objects. When you provide the below-mentioned permissions to a user profile, the users will be able to run wizards, but cannot create or edit wizard designs.

To provide access to run wizards

  1. Navigate to Setup > Users > Profiles.
  2. Select a profile.
  3. Click Object Settings.
  4. You need to provide the following permissions to the Wizard objects.

    Object Name

    Object Permissions

    Wizard Component Library

    Read

    Wizard Designs

    Read

    Wizard Input Control Runtime

    Create, Edit

    Wizard Input Controls

    Read

    Wizard Input Groups

    Read

    Wizard Launcher

    Create, Edit

    Wizard Lightning Launcher

    Create, Edit

    Wizard Rules

    Read

    Wizard Ruleset Runtime

    Create, Edit

    Wizard Rulesets

    Read

    Wizard Runtime Inputs

    Create, Edit

    Wizard Step Runtime

    Create, Edit

    Wizard Steps

    Read

    Wizards

    Create, Edit