Manage Connected App (Dynamo Service)
Involves Salesforce org configurations
To permit users to use Documill Dynamo, you need to configure the Dynamo Service Connected App
.
Open Connected App
First, navigate to the setup menu where connected apps are configured.
Go to Setup
, in the Quick Find
, search for Connected Apps
Select Manage Connected Apps
under Apps
-> Connected Apps
-> Manage Connected Apps
Look for the Dynamo Service
app in the list. Click on the app name or Edit
button to edit
![image-20240108-052808.png](../__attachments/146735105/image-20240108-052808.png?inst-v=9d6b39e2-8006-4101-aa56-781bfe29038c)
Edit OAuth policies
Select Edit Policies
In the OAuth policies
section, change the Permitted Users
policies to "Admin-approved users are pre-authorized"
Select Save
![image-20240108-052622.png](../__attachments/146735105/image-20240108-052622.png?inst-v=9d6b39e2-8006-4101-aa56-781bfe29038c)
Add Permission
Scroll down to the Permission Sets
section and select Manage Permission Sets
Add Documill Dynamo User
and Documill Dynamo Admin
permission sets.
![image-20240108-053537.png](../__attachments/146735105/image-20240108-053537.png?inst-v=9d6b39e2-8006-4101-aa56-781bfe29038c)
The Salesforce permission related to the Documill solution doesn't work properly when you test by logging in as end-users. You may receive an "Insufficient Privileges" error or not see the template list.
If tests as other users are required, a user must be created and used to login via credentials in order to test. Read more here: "Insufficient Privileges" error.