Users must be assigned a license to run Oneflow for the Salesforce application. They must also have permission to use the Oneflow for Salesforce app, read access to the fields configured in the Data Fields setting, and the Run Flows permission.

Note:
The Run Flow permission is not required for users with the admin role.

Licenses

To learn how to assign licenses, see the Manage Licenses section of the Oneflow Configuration page.

If more licenses are required, please contact your CSM or contact our support team.

Permission sets

The easiest way to ensure your users have the requisite permissions is to grant them one of the permission sets that come with the Oneflow for Salesforce application.

• Oneflow Administrator - gives permissions required to create, view contracts, and configure the application settings.

• Oneflow User - gives permissions required to create and view contracts.

Run Flows

Users are required to have the Run Flows permission set enabled. This permission can be granted for each profile or collectively by creating a new permission set with Run Flows or modifying an existing one.

The Run flows permission is at the profile level under General User Settings or Systems Permissions on Permission sets.

Data fields

When creating a contract, users must have access to all the fields selected in Data Configuration for an Opportunity, Account, Contact, and User. 

To access all the necessary fields and assign them to your users, check the field level security for each field you need or create a corresponding permission set.

Delete contracts

Contract owners can delete contracts. However, only admin users are allowed to delete signed contracts.