cancel
Showing results for 
Search instead for 
Did you mean: 

Nintex Workflow for Salesforce - Part 2 - Roles and Permissions

Nintex for Salesforce - Overview Part 1 - Installing the App Part 2 - Roles and Permissions Part 3 - Designing Workflows Part 4 - Additional Resources

Prepare for Success

  • You must have at least the following permissions within Nintex Workflow Cloud to complete this step
    • Administrator

 

Letting Others Use The App

You have to grant users access to both the Nintex Workflow for Salesforce app and the connected Nintex Workflow Cloud tenancy. This access granting is done in two places:

  • In the app, you grant app or component access to Salesforce organization users
  • In the tenancy, you create or update users with the required role to grant them tenancy access through the app. Required for app access.

When users from your organization launch the app, they are prompted to sign into the tenancy. To let other access the app, you will have to do all of the following:

  • Grant users to access to the app
  • Create and distribute credentials for the tenancy
  • Provide users the instructions for logging into the tenancy from the app

Note: When you install and connect to a tenancy, you are automatically given access to the app (during install) and the tenancy (when you connect the app to the NWC tenant).

 

Grant Users Access to the App

  • In Lightning, click the App Launcher () and then click 'Nintex Workflow'
  • Click the 'Nintex Workflow Configuration' tab
  • Under 'Application Access', in 'Available Users', select the username that you want and then do one of the following
    1. To grant component access only, click the lower-most Add button (to the left of Application Users)
    2. To grant dashboard and other access, click the upper-most Add button (to the left of Application users)
  • The following message will appear: "User access has been updated." 
    • This will indicate that the user has been added to the app. The user's name will now appear in the Application Users list and will have access to the app

 

Grant Users Access to the Tenancy

  • In the Nintex Workflow Cloud tenant, click 'Settings' and then click 'User Management'
    • To access this page, your tenancy user must be assigned to the Administrator role. If you created a trial tenancy you are already assigned to this role
  • Click 'Add new'
  • In the Add User section, specify an email address of the required domain via one of the following methods:
    1. Manually type the full email address
    2. Select an email address that is already registered with Nintex: Type the domain to list existing email addresses and then select the email address you want
      • When you select a previously registered email address, the first and last names are pre-populated
  • For a new email address, enter the first and last names of the user
  • For role, select 'Designer' or a role with higher permissions
    • The Designer role provides access to all functionality in the app. For more information about permissions in each role, see Manager Users within the Nintex Workflow Cloud help documentation
  • Click 'Add'
  • The new user is added to the list of users on the page and a green checkmark appears to the left of the user's email address.
    • If the added users is already registered with the tenancy, the user receives a reference email with a permanent link to the NWC tenant
    • If the added user is *not* already registered with the tenancy, the user receives an email message to set a new password before receiving the reference email message with the permanent link to the NWC tenant

 

 

Check for Success

  • Where you able to grant additional users access to the Nintex Workflow for Salesforce app?
  • What is the different between the Designer and Developer roles within Nintex Workflow Cloud?

 

 

 

Previous Step Next Step
Nintex Workflow for Salesforce - Part 1 - Installing the App  Nintex Workflow for Salesforce - Part 3 - Designing Workflows 
Labels: (1)
Version history
Revision #:
2 of 2
Last update:
‎07-08-2019 01:45 PM
Updated by: