Restricting the visibility of Kaizo

In this article, you'll find simple steps for managing user access to Kaizo within Salesforce. By following these instructions, you can easily control the visibility of Kaizo for specific users and profiles.

From the Salesforce homepage, click on the Setup button, which will take you to the Salesforce setup page.

Once you're in the setup menu, look for the Platform Tools section on the left side of the page. Click on the dropdown menu, and you will see the option labeled App Manager. Click on App Manager to proceed.

In the App Manager, you'll be directed to a page that shows a list of installed apps in Salesforce. Here, you should see both the Kaizo app and, if already enabled, the Kaizo KQA Connector app.

Click the dropdown arrow next to the Kaizo app to reveal additional options. Select Manage from the dropdown menu.

Almost there - You’ll find a section labeled Profiles. Click on the option Manage Profiles. This will take you to the area where you can manage the visibility of Kaizo for specific user profiles.

🚨 Important Note:

Before making changes to profile visibility, make sure to activate the Admin Approved Users Are Preauthorized option. You can find this option under the Edit Policies section at the top of the page.

Once you have set up the necessary configurations, you’ll be able to manage the visibility of Kaizo for each user profile according to your organization’s needs.

👀 Why I might want to restrict the visibility of Kaizo?

Restricting the visibility of Kaizo is particularly beneficial during the setup process, ensuring a smooth integration experience for your team.

By limiting access to specific roles or groups, you can streamline the setup process. This targeted approach reduces distractions and potential confusion for other team members, allowing for a more focused and efficient setup phase.

As always, if you need any help, don't hesitate to reach out to our support team! We're here for you!