Channel Order App Permission Sets

You control access to the Channel Order App (COA) with the COA User and COA Admin user permission sets. The permission sets determine how users can interact with objects and features in the COA. Learn how to assign the correct permission set based on a user’s role on your team.
Permission Set Users Can Assign To
COA User

Create and manage customers.

Submit, edit, recall, and clone orders, and delete order drafts.

View COA custom objects.

Team members who submit and manage customer orders.
COA Admin User

Create and manage customers.

Submit, edit, recall, and clone orders, and delete order drafts.

Configure whether orders are sent to Salesforce or a test environment.

Modify COA custom objects.

Team members who administer the COA and whose role includes these tasks:
  • Setting up the COA
  • Assigning access to the COA
  • Building custom integrations using COA objects
  • Serving as the context user for the COA email service