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Learn About Quip Permissions
Quip Advanced and Quip for Customer 360 enable permissions from two different permission sets.
Required Editions
| Available in: Lightning Experience |
Quip Permission Set
The Quip permission set enables the following permissions by default. Salesforce live apps still work in Quip even if these permissions are disabled.
| User Permission | What It Enables |
|---|---|
| Files Connect Cloud | Access to cloud-based external content sources and search and share files from Quip. Users can work with connected Salesforce report data in spreadsheets, collaborate with discussion threads, and seamlessly share documents and folders within Salesforce records. |
| Run Reports | Optional. Lets users see reports in Lightning Experience. Users can still add Salesforce reports to documents from Quip even if this permission is disabled. |
| Export Reports | Optional. Lets users see and export reports to a document from Lightning Experience. Users can still add Salesforce reports to documents from Quip even if this permission is disabled. |
| Quip Metrics | Access to metrics on engagement with embedded and linked documents. Users assigned the Quip Metrics user permission can see all linked document titles, regardless of their individual access to them. After you turn on Quip engagement metrics, you can’t manually turn them off. This user permission isn’t enabled by default in the Quip permission set. You must manually enable it. To add this user permission to a permission set, go to System Permissions, and click Enable. |
| Quip User Engagement Metrics | Access to metrics on user engagement with embedded and linked documents. Users assigned the Quip User Engagement Metrics user permission can see all linked document titles, regardless of their individual access to them. They can also see which users are interacting with documents associated with Salesforce records. After you turn on Quip engagement metrics, you can’t manually turn them off. This user permission isn’t enabled by default. To add this user permission to a permission set, go to System Permissions. Enable the Quip Metrics user permission, and then enable Quip User Engagement Metrics. |
Allow Quip Integration Object Access Permission Set
Automatically update Salesforce data in Quip. Don’t assign to users.
| User Permission | What It Enables |
|---|---|
| Quip Integration Access | Gives the Quip Integration Access user Read and View All Records permissions on Salesforce objects. Allows for admin control over access to objects. Don’t assign to users. |
