Post Installation Configuration

Enabling User Profile Permissions and Attributes for Custom Objects

To assign permissions to user profiles, go to Setup > Administer > Manage Users > Profiles > System Administrator.

The following permissions must be granted to user profiles.


Permission Type	Navigation
Administrative Permissions	System > System Permissions	API Enabled
Custom Object Permissions	Apps > Object Settings	Create, Read, Edit, and Delete for Agreements, Agreement Clauses Both Search Filters and Templates, along with at least Read permission for all other custom objects.
General User Permissions	System settings	Edit Task

For more details on how to assign permissions to user profiles, refer Profile Settings and Security in Contract Management on Salesforce Administrator Guide.

To be able to use merge fields with X-Author Contracts for custom objects, such as Agreements or Agreement Clauses, you must enable Enable Reports and Track Activities. See the following image:

Enabling Custom Permissions for User Profiles

Your system administrator defines custom permissions for the following X-Author Contracts features. If you are unable to access any of the features, contact your system administrator.

Contracts tab
Templates tab
Check-in as final
Check-in without redlines
Check-in with redlines
Unprotect document
Unlock read-only clause

For more information, see Assigning Custom Permissions to User Profiles topic in Contract Management on Salesforce Administrator Guide.

Enabling Permissions to Apex Classes and Visualforce Pages

X-Author Contracts utilizes specific Apex Web Services and Visualforce page for its processing, over and above those used for accessing objects from other Apttus packages. The following table lists the various classes and pages that need to be enabled for the user profiles or permission sets that will have access to the product.

To assign permissions to the Apex Classes, go to Setup > Build > Develop > Apex Classes.


Name	Namespace	Type
AuthorWebService	Apttus	Apex Class

To assign permissions to Visualforce Pages, go to Setup > Build > Develop > Visualforce Pages > Security.


Name	Namespace	Type
AuthorPing	Apttus	Visualforce Page
BrowseAgreements	Apttus	Visualforce Page
BrowseGroups	Apttus	Visualforce Page
BrowsePeople	Apttus	Visualforce Page
BrowseTemplates	Apttus	Visualforce Page
CreateOfflineAgreement	Apttus	Visualforce Page
ChatterPage	Apttus	Visualforce Page
ChatterUserPage	Apttus	Visualforce Page

Enabling Visualforce Page for Document Finder Interface

Add the following Visualforce page to all appropriate User Profiles if your version of Apttus Contract Management is 8.4.xxx or higher to enable Document Finder features.

Go to Setup > Develop > Visualforce Pages.
Click Security next to the DocumentFinder Visualforce page entry.
Add User Profiles as required and click Save.

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