Conga Product Documentation

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Assigning Apps to Runtime Users in Salesforce or Designer

Now that you have activated the app, you need to assign it to runtime users. Assigning the app allows specific users or users with specific profiles to access the app in the X-Author for Excel ribbon menu in Excel.

Note:

If the Assign button is not available on the Apps page, an administrator must add it to the layout. Refer to Completing Designer Setup in Salesforce for instructions.