Assign Channel Order App Permission Sets and Accept the Email Service
Assign a permission set to give team members access to the Channel Order App (COA).
Accept an email service to get your org ready to sync your product catalog. Complete these
tasks using the COA’s guided onboarding experience.
User Permissions Needed | |
---|---|
To configure Apex email services and email service addresses: | Modify All Data |
To assign a permission set: | Assign Permission Sets |
-
Launch the COA guided onboarding experience. If the guided onboarding
experience is already open, skip these steps.
- Log in to the org where the COA is installed.
- Open the App Launcher.
- In the search field, enter COA Guided Onboarding, and then select COA Guided Onboarding.
- Go to this onboarding task: Assign Permission Sets & Accept Email Service.
- Assign COA permission sets to team members based on their job roles.
- To accept the COA email service, select the checkbox.
- Assign the context user. You must select someone who has the COA Admin User permission set and the System Admin profile.
- To finalize your assignments, click Confirm.