Note: the purchasing user must have “Manage Billing” permission:
Email address and billing information may be entered separately from the user logged into the AppExchange. As an example, user abc@ABCCompany.com may be used to login to the AppExchange, and the billing information may be entered for a different person, like billing@ABCCompany.com.
1. Give users access to AppExchange Checkout
To give a user access to Checkout:
Click Your Name | Setup | Manage Users | Users.
Click on the appropriate user’s name to open the user detail page.
Click Edit.
Select the Checkout Enabled checkbox. The user is notified by email when his or her Checkout account is activated and available for login.
2. Add Billing Permissions to Profile - Option 1
- From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Create a new Permission Set by clicking New.
- Enter the permission set information then choose --None-- as the license. Not selecting a specific license allows you to assign the permission set to any user whose license allows the permissions you enable in the permission set.
- Create the permission set by clicking Save.
- Under System select System Permissions.
- Change the system permissions by clicking Edit.
- Enable Manage Billing permission under System category of System Permissions.
- Save changes to system permissions by clicking Save.
- Add the Permission Set to users by clicking Manage Assignments then Add Assignments.
- Select the users and click Assign.
3. Add Billing Permissions to Profile - Option 2
Salesforce User Permissions Needed
To grant Checkout access: “Manage Billing”
3.1. Go to Name | Setup | Profiles and click on the appropriate profile
3.2. Make sure "Manage Billing" is checked for the profile you selected.
To edit users: “Manage Users”
Users with the “Manage Billing” permission automatically have access to Checkout when it is enabled for your organization. These users can also grant access to other users within your organization.
- Go to Name | Setup | Profiles and select appropriate profile
- Make sure "Manage Users" is checked
