Assign the Quip Permission Set

To give your users access to Quip features in Lightning Experience, assign them the Quip permission set.

Required Editions

Available in: Lightning Experience
  1. From Setup, enter Quip, and select Quip (Salesforce Anywhere)
  2. Under Give Your Team Access to Quip, select Manage Assignments to give certain users access to Quip, or select Assign to Everyone to give all users access.
    Assign to Everyone button highlighted

After your users are assigned the Quip permission set, they must click Take the Last Step from the Quip banner in Lightning Experience.

Take the Last Step connection banner