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Issue

When generating a DocGen Package or accessing the DocGen Admin Tab, the following errors may occur:

  • Unable to Authorize User: user is not admin approved to access this app
  • You do not have access to this app. If you feel this is an error, please contact your Administrator about gaining access.

 

Lightning Component:

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DocGen Admin Tab:

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Button Run Page

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Automated DocGen Runs

When running any automated packages (scheduled/ autorun parameter on the button/outbound messages - User to Send as/flow/process builder)

Resolution

  1. Navigate to Salesforce Setup >
    1. Connected Apps >
    2. Nintex DocGen for Salesforce
  2. Confirm that Permitted Users is set to Admin approved users are pre-authorized.
  3. Add the user profile or permission set to be pre-authorized.
    1. Select the Manage Profiles button on this DocGen Connected Apps Page.
    2. Add desired profiles as pre-authorized to run document packages.

Note:
If Permitted Users (Step 2) is set to All users may self-authorize - users will self-authorize.

1. Users should attempt to run a DocGen Package.

  • When the user clicks Run or Authorize & Run - This will trigger the generation process and a pop-up window will appear.
  • The user will need to select "Allow" in the popup. Once complete, the user will be authorized and able to run document packages.

 

Additional Notes:

  • Admins cannot log in/Subscribe in as a user and authorize the app if permitted users are set to All users may self-authorize. Login must be done with credentials.
  • Ensure that pop-ups are disabled in your browser so when you run a document package, you see the popup to "Allow" and authorize
  • It is up to the Salesforce Admin whether or not users are Admin approved users are pre-authorized or All users may self-authorize

Related Links

Documentation: Use Connected Apps with OAuth

User Authorization Options via Connected Apps: https://community.nintex.com/t5/How-To/Drawloop-User-Authorization-Options-via-Connected-Apps/ta-p/120813

 

 

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