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  • To authorize Named Credentials:

    • View Setup and Configuration (to get to Named Credentials configuration)

      • View Roles and Hierarchy (dependency)

    • Allows users to modify Named Credentials and External Credentials (to edit Named Credentials)

    • Manage Auth. Providers (Optional if Auth. provider is already selected)

  • To access the mentioned APIs

    • API Enabled (to call Meta/UI API)

  • To manage metadata:

    • Customize Application

      • Manage Translation (dependency)

      • Manage Custom Permissions (dependency)

    • Modify Metadata Through Metadata API Functions

    • Modify All Data (System Permission, required for Custom Field manipulation)

      • System permission can be replaced by specific object level Modify All permission

        • TSPC__AP_WS_Item__c

Note

Note that the actual User working with ClosePlan Admin will still need to have the same permissions, regardless of the fact that they are already granted by the User who authorized the Named Credentials.

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