Configuring Permissions for Smart Search

Assign Apex class access, custom object permission, Visualforce page access, and custom tab permissions to user profiles to access Smart Search. The following table lists permissions that must be assigned to various user profiles.


Profile	Setting
Enable Apex Class Access
Apttus_Base2.RuntimeContext	Enabled true
Apttus_Base2.SmartSearchController	Enabled true
Apttus_Base2.SmartSearchFilePreviewControIIer	Enabled true
Apttus_Base2.SmartSearchSupport	Enabled true
Apttus_Base2.SmartSearchTest	Enabled true
Apttus_Base2.SmartSearchTestMockResponse	Enabled true
Apttus_Base2.SObjectConstants	Enabled true
Apttus_Base2.SObjectMetadata	Enabled true
Apttus_Base2.SOQLConstants	Enabled true
Apttus_Base2.SOQLSupport	Enabled true
Apttus_Base2.ServerInfo	Enabled true
Apttus_Base2.SystemUtil	Enabled true
Apttus_Base2.SendEmail	Enabled true
Apttus_Base2.IntegrationSettingsController	Enabled true
Apttus.AgreementRestService	Enabled true
Apttus.AgreementRestServiceV1	Enabled true
Apttus.AgreementDocumentSearchSupport	Enabled true
Apttus.CLMRestApi	Enabled true
Apttus.CLMRestApiDispatcher	Enabled true

Custom Object/Fields Permission
Account	Read access
Account Fields: Account Name Type Account Owner Industry Billing Address	Read access
Contact	Read access
Contact Fields: Contact Name Account Name Title Contact Owner Phone Number Email Mailing Address	Read access
Opportunity	Read access
Opportunity Fields: Opportunity Name Account Owner Stage Name Amount Close Date	Read access
Agreement	Read access
Agreement Fields: Name Account Primary Contact Type Status Category Agreement Status Approval Status Created By Created Date Last Modified By Last Modified Date	Read access
Agreement Clause	Read access
Agreement Clause Fields: Clause Agreement Category Approval Status Created By Created Date Last Modified By Last Modified Date	Read access
Agreement Insights	Read access
Agreement Insights Fields: Name Agreement Type Rating Guidance	Read access
Review Cycle	Read access
Review Cycle Fields: Name Agreement Account Review Status Created Date Created By	Read access
Reviewer	Read access
Reviewer Fields: Review Cycle Agreement Account Name Email Review Status Created Date Created By	Read access
Document Version	Read access
Document Version Fields: Title Agreement Account Review Status Latest Version Created Date Created By	Read access
Document Version Detail	Read access
Document Version Detail Fields: Title Agreement Account Review Status Major Version File Type Created Date Created By	Read access
Agreement Document	Read access
Agreement Document Fields: Name Agreement Created Date Created By	Read access

Enabled Visualforce Page Access
Apttus_Config2.SmartSearchSettings	Enabled true
Apttus_Base2.ServerInfo	Enabled true

Custom Tab Settings
Smart Search	True
Registration Setting	True

Assigned Apps
Conga Smart Search	Visible true

Conga Product Documentation

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Configuring Permissions for Smart Search

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