Permissions Needed to Use Conga Sign
Connected Service User
- Package License granted
- Read access to objects used with (for example, Opportunity)
- Read/Write access to Conga Sign Transaction [APXT_CongaSign__Transaction__c] and all fields
- Including any setup generated lookup fields (e.g Opportunity [Parent_006__c])
- Read/Write access to Conga Sign Document [APXT_CongaSign_Document_c] and all fields
- Read/Write access to Conga Sign Recipient [APXT_CongaSign__Recipient__c] and all fields
- Permission to Apex Classes: APXT_CongaSign__apxt_setup
- Permission to VF pages: APXT_CongaSign__apxt_setup
- Permission on the User Record: Salesforce CRM Content User is enabled
- Profile Permission → Administrative Permissions → Manage Salesforce CRM Content is enabled
Regular Users
- Package License granted
- Read access to objects used with (for example, Opportunity)
- Read access to Conga Sign Transaction [APXT_CongaSign__Transaction__c] and all fields
- Including any setup generated lookup fields (e.g Opportunity [Parent_006__c]) Note:
To allow non-admin users to cancel Conga Sign Transactions that they are not the record owner of, you must provide them both Read and Edit Access to the Conga Sign Transaction object
- Including any setup generated lookup fields (e.g Opportunity [Parent_006__c])
- Read/Write access to Conga Sign Document [APXT_CongaSign_Document_c] and all fields
- Read access to Conga Sign Recipient [APXT_CongaSign__Recipient__c] and all fields
Permission to Apex Classes
- APXT_CongaSign__apxt_cancelTransaction
- APXT_CongaSign__apxt_contentInfo
- APXT_CongaSign__apxt_coretransactionservice
- APXT_CongaSign__apxt_resendTransaction
- APXT_CongaSign__apxt_sendForSignature
- APXT_CongaSign__apxt_serviceRedirect
- APXT_CongaSign__apxt_setup
- APXT_CongaSign__apxt_conga_sign.apxt_transactionlinkcontentdoc
- APXT_CongaSign__apxt_conga_sign.apxt_transactionlinksrcobject
Permission to VF pages
- APXT_CongaSign__apxt_auditTransaction
- APXT_CongaSign__apxt_cancelTransaction
- APXT_CongaSign__apxt_contentInfo
- APXT_CongaSign__apxt_editTransaction
- APXT_CongaSign__apxt_resendTransaction
- APXT_CongaSign__apxt_sendForSignature
- APXT_CongaSign__apxt_serviceRedirect
- APXT_CongaSign__apxt_setup
Permission on the User Record
- Salesforce CRM Content User is enabled
- Profile Permission → Administrative Permissions
- Manage Salesforce CRM Content is enabled
