Unable to authorize: user is not admin approved to access this app

Issue

When generating a DocGen Package or accessing the DocGen Admin tab, the following errors occur:

  • Unable to Authorize: user is not admin approved to access this app

  • You do not have access to this app. If you feel this is an error, please contact your Administrator about gaining access.

Resolution

To resolve the issue:

  1. Navigate to Salesforce Setup > Manage Connected Apps > Nintex DocGen for Salesforce

  2. Click Edit Policies

  3. Confirm that Permitted Users is set to Admin approved users are pre-authorized.

  4. Click Save.

  5. Add the user profile or permission set to be pre-authorized.

    1. Select the Manage Profiles button on the DocGen Connected Apps page.

    2. Add desired profiles as pre-authorized to run document packages.

Note: If Permitted Users (Step 3) is set to All users may self-authorize, users will self-authorize.

Users should attempt to run a DocGen Package.

When the user clicks Run or Authorize & Run, the generation process is triggered and a pop-up is displayed.

The user needs to select Allow in the pop-up. Once complete, the user will be authorized and able to run document packages.

 

Additional Notes:

  • Admins cannot log in/subscribe in as a user and authorize the app if permitted users are set to All users may self-authorize. Login must be done with user credentials.

  • Ensure that pop-ups blockers are disabled in your browser so when you run a document package, you can see the popup to "Allow" and authorize.

  • It is up to the Salesforce Admin to select if 'All users may self-authorize' or whether or not users are Admin approved or pre-authorized.