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:
|