The GetAccept Admin app for Salesforce | GetAccept Help Center
The GetAccept Admin app for Salesforce
Learn about the GetAccept Admin App, the central control hub for your Salesforce integration.
Note: Requires Salesforce Developer, Enterprise, Performance, or Unlimited editions. Available from version 2.28.0 and higher.
Introduction
The GetAccept Admin App lets administrators:
- Configure integration settings
- Monitor usage
- Manage user roles
- Troubleshoot listener communication
It’s your control center for ensuring your Salesforce and GetAccept integration runs smoothly.
1. Getting Access
To use the Admin App, users must have:
- The GetAccept Integration Admin permission set
- Shared access to the GetAccept Reports Folder
Assign permissions:
- Go to Setup → Users → Permission Set Assignments.
- Add GetAccept Integration Admin.
- Share the GetAccept Reports folder to enable reporting charts.
2. Navigating the Admin App
The Admin App contains seven tabs, each with distinct functions.
Home
Displays a dashboard with seven charts visualizing integration usage.
Data includes:
- Documents sent over time
- Documents by employee
- Document value by status
Each chart links to the underlying Salesforce report, which can be customized (e.g., change timeframes or filters).
Setup
Includes four sections:
Basic Settings: Read-only view confirming installation and listener registration details.
Entities: Displays all GetAccept entities currently connected to Salesforce.
User Roles: Enables or disables integration features per GetAccept role.
Log: Shows a text log of incoming messages from GetAccept, useful for debugging.
User Roles Explained
You can manage three standard GetAccept roles, Admin, Manager, and User.
Each role has toggle-based permissions, such as:
- Merge Field List: Access the merge field library. Often disabled for general users.
- Enforce Editable Fields: Enforces template-level “editable” flags in Salesforce.
- Enable E-ID Signing per Recipient: Allows control over electronic ID signing (e.g., BankID).
Documents & Events Tabs
- Documents Tab: List view of all GetAccept documents.
- Events Tab: Actions taken on each document (views, signatures, etc.).
You can customize list views, displayed fields, and filters.
Release Notes
Static page showing version updates dating back to 2021.
User Guide
Quick access to the most frequently used GetAccept Salesforce help articles.
Support
Lists GetAccept office contact details and explains how to grant org access for support assistance.
Conclusion
The GetAccept Admin App provides centralized control, visibility, and troubleshooting for your Salesforce integration.
If you need additional help, contact support@getaccept.com.