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

Profile

Read Only

Requestor/Approver

Contract Creator/Negotiator

Contract Manager/Template Admin

Administrator

Enable Apex Class Access






Conga_OCC.*

Yes

Yes

Yes

Yes

Yes

Apttus_OCCIntermediateViewControllerYesYesYesYesYes

OCCProfileLevelSettingsRestService

Yes

Yes

Yes

Yes

Yes

OCCAccessModeRestService

YesYesYesYesYes






Custom Object/Fields Permission






OCCHTML Content

Read, Create, Edit, Delete


If you do not assign edit permission, users may observe a lag in loading of OCC pages.

Read, Create, Edit, Delete


Read, Create, Edit, Delete


Read, Create, Edit, Delete


Read, Create, Edit, Delete

OCC HTML Content Fields:

  • Version
  • Document file id
  • HTML file id
Read, Create, Edit, DeleteRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead, Create, Edit, DeleteRead, Create, Edit, Delete

OCC Settings

Read

Read

Read

Read

Read, Create, Edit, Delete

OCC Access Mode

Read

Read

Read

Read

Read, Create, Edit, Delete

OCC Access Mode Fields:

  • WithRedlines,
  • WithoutRedlines
  • Final-ToBeSigned
ReadReadReadReadRead, Create, Edit, Delete

Sidebar Fields To Display

Read

Read

Read

Read

Read, Create, Edit, Delete

 






Enabled Visualforce Page Access






Conga_OCC.*

Yes

Yes

Yes

Yes

Yes

 






Custom Tab Settings






OCC Access Mode

Tab Hidden

Tab Hidden

Tab Hidden

Tab Hidden

Default On