Assign User Profiles to the Clazar Salesforce App

This Step is only required if Clazar App is not visible in Salesforce App Launcher

Instructions

  • Navigate to Setup in Salesforce.
  • Use the Quick Find search bar to locate App Manager.
  • In the App Manager, find the Clazar App and click on Edit.
  • Go to the User Profiles section.
  • Select the desired Profile from the Selected Profiles
  • Use the < to move the selected profile(s) to the Available Profiles list.
  • Click Save to apply the changes.

Notes

  • Ensure you have the necessary administrative permissions to access and modify the App Manager settings.
  • Moving profiles to the Available Profiles list ensures that users associated with those profiles can access the Clazar App through the App Launcher.