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FlowRobot
New Member

Error Document automation requires System Customizer permission to install a new package. Contact your admin or create a new environment.

Hi,

 

When I go to Document Automation (Preview) and try to select Custom documents to build my solution, I get the following error:

 

Document automation requires System Customizer permission to install a new package. Contact your admin or create a new environment.

 

I have created an environment for this solution but still receiving the error.

 

FlowRobot_0-1631780075060.png

 

Thanks for the help!

 

 

7 REPLIES 7
CedrickB
Power Apps
Power Apps

Hi,

Yes you need a system customizer role to install the solution as it creates custom entities on your environment.

2 options to get unblocked:

1. Find someone who has at least System Customizer role on the current environment and ask this person to install Document Automation  and share in Edit mode the flows and app installed with this solution

2. Create a new environment (Sandbox) were you can assess this feature.

Hi Cedrix,

 

Thank you for your reply.

 

I have created a Sandbox environment but still receiving the same error. I created the Sandbox with these parameters:

 

FlowRobot_1-1633275363246.png

 

But still, when I go to Power automate I have the same error:

 

FlowRobot_2-1633275446867.png

 

Should I assign somehow this environment to the Document Automation app?

 

Thanks and regards,

 

Gus

 

 

 

Hi,

Can you try this please

1. Go to https://admin.powerplatform.microsoft.com/ 

2. Go to the "Environments" left menu

3. Click on the environment name

4. On the top menu click on "Settings"

5. Under "Users + permissions" click on "Users"

6. Select your user name 

CedrickB_1-1633337622482.png

7. In the top menu click on "Manage security roles"

8. On the right pane, select "System Customizer" and save

CedrickB_3-1633337893164.png

 

Now refresh the document automation page and let me know if this solves your problem.

Thanks,

Hi, I am stuck at Step 4 & 5 in trying to set a user with "System Customizer", though I am already the administrator of this environment. Can you please advise where to locate the "Settings" > "Users + permissions" click on "Users"?

 

4. On the top menu click on "Settings"

5. Under "Users + permissions" click on "Users"

6. Select your user name 

PaulWang_0-1666062849445.png

 

7. In the top menu click on "Manage security roles"

8. On the right pane, select "System Customizer" and save.

 

screenshot.png

Hi @PaulWang ,

You can manage these settings from Power Platform Admin Center.

You need to login to this URL https://admin.powerplatform.microsoft.com/ 

 

here's the learning module  https://learn.microsoft.com/en-us/training/modules/get-started-ai-builder-document-automation/3-conf... 

 

Hope it helps!

Thank you for the response.

 

However, I am still unable to locate the "Settings" mentioned. The "Settings" (a gear icon on top right corner of the screen is merely to choose the color theme, password and contact preferences but nothing on the user configuration. 

 

As such, please show me exactly where i can locate the "Settings" of the Environment. A screenshot would be good.

CedrickB
Power Apps
Power Apps

You should see this in the Power Platform Admin center 

CedrickB_0-1666275416749.png

The fact that "Settings" is not showing up looks like a privilege issue on this environment.

You should contact your tenant admin.

 

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