Missing Menus or Features
What a user sees in aprity depends on three things: the plan, the aprity permission set assigned to the user, and, for some features, setup that an administrator must complete.
In the aprity app in Salesforce
The aprity app in Salesforce shows these entries once the org is registered and connected:
| Entry | Who sees it |
|---|---|
| Analyses | Users with an aprity permission set |
| Web portal | Users with an aprity permission set, once the portal is set up |
| New Analysis | aprity Admin only |
| Agentforce (under Assist) | Intelligence and Trial plans |
| BYOLLM (under Configure) | aprity Admin only, on the Intelligence plan |
If the app shows the aprity Setup Wizard instead of these entries, the org is not fully registered and connected yet, or it is a copied sandbox. See Registration Fails and Sandbox Refresh.
Assistant quotas are not in the Salesforce app. Read them in the web portal.
Nobody sees the aprity app
- Check that the user has an aprity permission set: aprity User (read) or aprity Admin (read, start analyses, configure).
- In Setup > App Manager, check that the aprity app is visible to the user's profile.
- In the user's profile, check that the aprity tab is Default On or Available.
After a change, ask the user to reload Salesforce.
In the web portal
"Not included in your plan"
When a feature is not part of your plan, the portal shows Not included in your plan with a Compare plans button. The main differences:
| Feature | Documentation | Intelligence | Trial |
|---|---|---|---|
| Documentation, coverage and fidelity, migration backlog | Yes | Yes | Yes (3 objects) |
| Org Expert, Story Agent, on-demand documentation | — | Yes | Yes |
| AI clients through MCP | — | Yes | Yes |
| Publishing to Salesforce Knowledge | — | Yes | Yes |
| Bring your own LLM (BYOLLM) | — | Yes | — |
See Plan Comparison for the full list.
Administration pages are missing
Some portal pages are reserved to users with the aprity Admin permission set, for example Connectors and the moderation view of Human corrections. A user with aprity User does not see them.
Still missing?
Contact aprity support with the user's Salesforce username, the missing entry, and whether the user has aprity User or aprity Admin.