Granular Permissions with Synced Salesforce Sharing

Are you familiar with Granular Permissions? Quip recently altered how to share by enabling your teams to share the right information with the right people. If you would like to brush up on your fundamental understanding of or the purpose for Granular Permissions, please read this article!

Winter ’20 Release Functionality:

With Salesforce’s Winter ’20 Release, Quip has iterated upon the existing Granular Permissions permission set, with the express goal of improving the sharing experience for Quip for Salesforce users. With this release, users’ access to Quip documents within the Quip Document Component will mirror the level of access they have on the parent record. For example, if an Account Executive is creating an Account Plan for Ohana, Inc, anyone with access to the Ohana, Inc. Account Record will have access to the Account Plan document. Previously, users were prompted to individually grant additional users access to the document in order to benefit from it’s contents.

How does this affect you?

For existing orgs: Orgs will default to “Do not inherit Salesforce sharing permissions as Quip document permissions”. The admin can set component-level view/edit, view, and request access in the same way that they are accustomed to prior to this release.

For new orgs: As part of setting up the Quip for Salesforce set up process, under the Additional Customizations step the Admin will be able to determine if Quip docs embedded in Salesforce inherit the Quip Granular Sharing permissions, or not. Unless an alternative is selected, it will default to inherit Quip permissions.

Step by step instructions for new Orgs:

  • From within Salesforce’s Setup Page, search, Quip.

 

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    • Click Quip under Feature Settings.
  • Scroll down the page until you navigate to a section titled: Additional Customizations. Within Additional Customizations, there is a subsection titled, Manage Synced Permissions, within this section, click Open Quip Admin Console.

 

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  • You will immediately be brought to the Admin Console. Your Admin Console may look slightly different from the image shown below if you have a long list of members.

 

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  • From the Admin Console click Settings. Then within the Settings drop-down, click Integrations.

 

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  • Now you have the opportunity to edit your organization’s access level! Click the small drop-down to the far right under the Connected Salesforce Organizations section. Then click Edit Access Level.

 

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  • Upon clicking Edit Access Level, the following window will appear.

 

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    • From the above window, you can specifically choose the default access level for your organization.


If you have any further questions, please do not hesitate to reach out to our support team!

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