Assign Permission Sets to Channel Order App Users

If you’re upgrading to Channel Order App (COA) v2 and later, assign permission sets to give team members access to the app. Assign the COA User permission set to users who submit and manage customer orders. Assign the COA Admin User permission to users who need full access to the app’s objects and features, including the ability to set up a connection to Salesforce.

User Permissions Needed 
To assign a permission set:Assign Permissions Sets

  1. Log in to the org where the COA is installed.

  2. From Setup, enter Users in the Quick Find box, then click Users.

  3. Select a user.

  4. In the Permission Set Assignments related list, click Edit Assignments.

  5. Select the COA User or COA Admin User permission set, and click Add.

  6. Click Save.