Note: Salesforce Developer, Enterprise, Performance, and Unlimited editions is required to use the GetAccept integration.

Available in GetAccept version 2.28.0 and higher

Introduction

The GetAccept Admin app is the control centre of your GetAccept integration in Salesforce. From here, designated administrators can monitor integration usage, set advanced configuration, troubleshoot common issues and more. Here we will quickly walk you through what's included in the app and how to get the most out of it.

Getting access before using the app

A requirement of using the Admin app is ensuring that you’ve been assigned the permission set and have the GetAccept reports folder shared with you. The permission set is called GetAccept Integration Admin and can be found and assigned as follows:

As the GetAccept Admin app uses report charts in it, you will need to ensure that you’ve been granted share access to GetAccept reports, which can be done as follows:

How to navigate in GetAccept Admin in SalesForce

Once you have been given access to the admin app, you will then have access to seven tabs as shown below:

We’ll go through these options to see what you’ll find and how to use them.

The Home page

The Home page provides a graphical overview of how much the integration is being used. It consists of 7 charts, based on reports you can find in the reports folder. The charts cover different angles of the integration usage, including such information as how many GetAccept documents are being sent over time, breakdown per employee and value living in each document status. It is possible to navigate to each report from the chart and edit to your needs. Common report edits may be to adjust the timescale of a timeline chart to weeks instead of months or editing the filtering to show a subset of the full set of documents created.

The Setup page

The setup section comes with four tabs, which do the following:

Basic settings: confirms (readonly) the data entered when installing the integration and registering the listener with your GetAccept account.
Entities: This section lists all of your existing GetAccept entities which are currently communicating back to the GetAccept integration within Salesforce.
User roles: A list of permissions which can be enabled or disabled for each given GetAccept role. User roles are described in then section below.
Log: When this tab is opened, it will display a textual log of all incoming messages received by the listener from GetAccept. A useful tool when debugging.

Good to know about user roles

It is possible to assign one of three roles to all users in our GetAccept platform (admin, manager, user). What this section provides is the ability to use those roles to turn on or off certain features and functionality within the integration. The permissions are explained as follows as an example:

Merge field list: This permission provides access to the merge field list, accessible via a button (with a list icon) on the landing page of the integration. It is common behaviour to leave this setting unchecked at least for the user role, as this is not required for any user who is not involved in actually creating templates in GetAccept.

Enforce editable fields: This permission enforces the editable checkbox which comes with GetAccept template fields. If checked, the user in salesforce cannot edit the value in the integration UI if the editable flag on the corresponding template field is also checked. If left unchecked, all fields are editable in the penultimate section of the integration before sending.

Enable E-ID signing per recipient: This permission, when enabled, allows users to select whether a given recipient of a document is required to sign using electronic ID (such as BankID in Sweden). If the GetAccept admin has enabled E-ID in the settings section of the main platform, that will override this behaviour.

List tabs for GetAccept Documents and Events

The next two tabs in the admin app give you a full list view of the GetAccept documents and events. Events are certain actions that have happened to the document over time, such as a recipient viewing or signing the document. In these tabs it is possible to create your own list view, add fields of interest that you’d like to display and apply any filters as desired.

Release notes

This is a simple static page that lists the release notes going back to the start of 2021.

User guide

Here at GetAccept, we’re regularly creating new help articles on how to use GetAccept within Salesforce. Here you’ll find a list of the most popular articles that link back to our support portal.

Support

This final tab provides contact details for all our offices if you require further support. It also explains how to grant access to your org for one of our support staff if you would like hands-on help.

That's a quick introduction to the GetAccept Admin app in Salesforce. If you would like to know more or if you encounter any issues, please contact support@getaccept.com

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Updating GetAccept for Salesforce

How to add a GetAccept Flow Template in Salesforce

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Finding files in the Global folder in Salesforce