ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
What Is the AppExchange?
Publish on the AppExchange
Email Notifications
AppExchange Checkout
Checkout Management App
Checkout Management App Best Practices
Checkout Management App Objects
Get Started with the Checkout Management App
Install the Checkout Management App
Set Up the Checkout Management App
Assign Access to the Checkout Management App
Modify a Notification Template in the Checkout Management App
Configure Logs in the Checkout Management App
Sample Checkout Management App Customizations
Update Settings in the Checkout Management App
View Checkout Management App Logs
Work with AppExchange Leads
Analytics Reports for Publishers
Update the Package in an AppExchange Listing
AppExchange FAQ
Manage Orders
Managing Licenses
Provide a Free Trial
Supporting Your AppExchange Customers
Upgrading Your App
Appendices
Glossary
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Assign Access to the Checkout Management App

Use permission sets to give team members the right level of access to the Checkout Management App (CMA). You can assign the CMA Standard User permission set or CMA Admin User permission set, depending on the features team members must access.

User Permissions Needed
To assign a permissions set: Assign Permission Sets

Standard users have read-only access to the dashboard and object records and can’t view or update notification settings. System Admins or users with the CMA Admin User permission set have full access to the dashboard, notifications, and objects, including the ability to edit objects. Assign the CMA Admin User permission set only to users who administer or manage the CMA.

  1. Log in to the org where the CMA is installed.
  2. From Setup, enter Users in the Quick Find box, and then click Users.
  3. Select a user.
  4. In the Permission Set Assignments related list, click Edit Assignments.
  5. Select the CMA Standard User or CMA Admin User permission set, and then click Add.
  6. Click Save.