Give your team access to Quip with permission sets in Salesforce. Add your users to your Quip site, manage your users’ access to Salesforce data in Quip, and more.
Required Editions
| Available in: Lightning Experience |
To let your users access Quip and search for documents in Salesforce, assign the Quip permission set to your users.
Use the Salesforce org allowlist to control which Salesforce orgs can connect to a Quip site and which are disallowed. After an org is disallowed, users can’t access Salesforce data from that org in Quip.
To let users see only the Salesforce data in Quip that they have access to in Salesforce, enable Mirrored Salesforce Permissions. You can also disable live reports in Quip to stop users from adding Salesforce reports in Quip.
To streamline document access, set an org-wide level of access to documents linked to Salesforce records with Synced Sharing.
- Learn About Quip Permissions
Quip Advanced and Quip for Customer 360 enable permissions from two different permission sets. - Assign the Quip Permission Set
To give your users access to Quip features in Lightning Experience, assign them the Quip permission set. - Add Users to Your Quip Site
To give your users access to your Quip site, add them manually, upload a CSV, or automatically grant access to all users from a Salesforce org. - Deactivate Quip Users
Ensure that your Salesforce users are configured to get the most out of Quip. - Manage Quip Permissions in Salesforce
Manage access to Salesforce data in Quip with Mirrored Salesforce Permissions, set org access to documents shared in Salesforce with Synced Sharing, and more.