# 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:**

1. Go to **Setup → Users → Permission Set Assignments**.
2. Add **GetAccept Integration Admin**.
3. 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](https://help.getaccept.com/en/articles/5756026-the-getaccept-admin-app-for-salesforce)**.