- Getting Started
- Before You Begin
- How To
- Build Your First App
- Build a Mobile-friendly App
- Embed Apps
- Embed Maps
- Include Excel Charts in Apps
- Include MailTo Links
- Include Star Ratings
- Use Count With Choice Set Values
- Use Document Viewer
- Use Master Detail View
- Use Selected Values From a Table
- Set External Context
- Work With Data Source and Value Bind
- General User Experience Guidelines
- Use the Send Interim Result Activity
- Notifications
- Designing your App
- Events and Rules
- Rule: If-Then-Else
- Rule: Open a Page
- Rule: Open URL
- Rule: Close Pop-Over/Bottom Sheet
- Rule: Show Message
- Rule: Show/Hide Spinner
- Rule: Set Values
- Rule: Start Process
- Rule: Upload File to Storage Bucket
- Rule: Get File From Storage Bucket
- Rule: Reset Values
- Rule: Create/Update Entity Record
- Rule: Delete Entity Record
- Rule: Add to Queue
- Function: And, Or, Not
- Function: Concat
- Function: Contains
- Function: Count
- Function: EndsWith
- Function: If
- Function: IsBlank
- Function: Guid
- Function: Length
- Function: List
- Function: StartsWith
- Function: Sum
- Function: Sort
- Function: Now
- Function: Today
- Function: Time
- Function: Year
- Function: Month
- Function: Day
- Function: Hour
- Function: Minute
- Function: New
- Function: Lookup
- Function: Filter
- Leveraging RPA in your App
- Leveraging Entities in Your App
- Leveraging Queues in Your App
- Application Lifecycle Management (ALM)
- General Settings
- Permission Management
- Managing App Versions
- Packaging an App as a Client
- Basic Troubleshooting Guide
Permission Management
- Organization level
- App level
If a user has no role assigned at organization-level in Apps, they cannot create a new app or be assigned as an app co-author.
In order for an Apps users to be able to build apps or be an app co-author, the App Creator role is needed.
Follow the steps below to grant the App Creator role for a user in your organization.
- Go to the Apps Studio homepage.
- Click the Manage Access button from the top-right corner of the page.
- Click Assign role.
- Add a user or a user group in the Add users/groups field.
- Select the App Creator role from the Role(s) field.
- Click Assign.
At app-level, you can invite collaborators and grant them the Co-Author role, which allows running and editing the selected app.
Enabling this feature allows any user that is a member of the organization the ability to run the app.
- Navigate to the app homescreen by clicking on the
gear icon at the top of the right-hand panel.
- Click on the Manage access tab.
-
Flip the toggle at the top of the page to "Allow all users of the organization to run this application".
- Navigate to the app homescreen by clicking on the gear icon at the top of the right-hand panel.
- Click on the Manage access tab.
- Click Assign role.
-
Type in the Group or user's name in the Search users and groups textbox.
- If the user or group is not shown, they may not be part of the organization, Adding a user to an organization.
-
Set role to "User (can run)".
- Navigate to the app homescreen by clicking
on the gear icon at the top of the right-hand panel.
- Click on the Manage access tab.
- Click on the Assign role button.
-
Type in the user's name in the Search users and groups textbox.
- If the user/group is not shown, they may not be part of the organization, Adding a user to an organization.
-
Set role to "Co-Author (can edit and run)".
Attention: Group AdditionAdding groups to Apps may take up to 60 minutes to apply. Alternatively, Users of the group can log out and log in again to see the apps assigned.
