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]) 

      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

  • 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