There are two out of the box permissions sets (Address Admin & Address User) that can be assigned to team members. Each permission set provides a level of access to the AT app. You can clone any of the permission sets to personalize the access based on your company's requirements.
Step 3. Setup and Configure with Veezla Settings app
An app called "Veezla Settings" is provided to help admins get set up and configure AT.
Navigate to Address Settings.
Lightning: Navigate to the app launcher, select "Veezla Settings" app, and click on the "Address Settings" tab.
Classic: Navigate to the application drop-down button (blue button in the upper right-hand corner), select "Veezla Settings" app, and click on the "Address Settings " tab
Service Provider Accounts
Every account has a test and a live environment. All API requests are either a test or live request. The two environments are completely separate; data created in the test environment can not access data created in the live environment, and vice versa. You should use the test environment to try out services, perform quality assurance, and run automated testing. Once you are ready for production, switch to your live API key.
Lob API keys
Test and live API keys are located in Lob account's dashboard. Click on the dashboard button (top right corner of the page), your username, and select the API Keys tab.
Create, edit, and delete service provider accounts in Address Settings. If you have multiple accounts, you can connect all of them easily to the AT package. Then you can either set a default account for address management features or use a picklist on address related objects with all available accounts.
By default, we provide setup that only requires API key for one test key and one live key.
Connect with Test key: Copy the key from your Lob account and paste it to the Test Environment field in Veezla Settings.
Connect with Live key: Copy the key from your Lob account, paste it to the Live Environment field, and enable the Live mode checkbox in Veezla Settings
Haven't set up a Lob account yet? No problem! Go & Get it.
Step 4. Assign Page Layouts
This is an optional step depending on which address blocks would you like to use. The package provides additional layouts for the Account and Contact objects that include all the necessary fields for address management. Page layout names are Veezla Account (Address) and Veezla Contact (Address).
This is an optional step depending on which object would you like to use for address verification. Address Central is a customizable and fast Lightning Component that makes managing addresses seamless. By default, Address Central is available for our Address object, Accounts, and Contacts. Also it can be deployed on any object through Lightning App Builder.
Step 6. You're ready to use Address Management and Verification
Veezla's Address Management & Verification solution is powered by Lob API. It is organized around REST and designed to have predictable, resource-oriented URLs and uses HTTP response codes to indicate any API errors.