Assigning Squivr Users and Permission Sets

This article guides Salesforce administrators through the process of granting users access to Squivr components, including license assignment and permission set configuration.

Note: You must have the Modify Users permission enabled for your profile to complete the steps outlined below.

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1. Assigning Squivr Package Licenses

To enable Squivr access, users must first be assigned a license from the installed package.

Steps

1. Go to Setup in Salesforce

2. In the Quick Find box, search for Installed Packages

3. Locate the Squivr package and click Manage Licenses

4. Click Add Users

5. Select the users who should have access to Squivr

6. Click Add

Once the license is assigned, users can be granted access to specific functionality using permission sets.

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2. Assigning Squivr Permission Sets

Permission sets control what functionality a user can access. These sets extend access without modifying the user’s profile and are the recommended way to manage Squivr permissions.

For testing, trials, or sandbox environments, we recommend assigning the Squivr Full Admin permission set to simplify access.

Permission sets in Salesforce allow administrators to extend user access without changing profiles. Assigning permission sets is the recommended method for granting users access to specific Squivr functionality.

This article provides two methods for assigning permission sets: through the User record or directly from the Permission Set page.

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Method 1: Assigning Permission Sets from a User Record

Use this method if you are managing access on a per-user basis.

Step-by-Step Instructions

1. Navigate to Users

   • From Setup, enter Users in the Quick Find box

   • Select Users from the results

2. Select the User

   • Click the name of the user you want to assign a permission set to

3. Open Permission Set Assignments

   • Scroll to the Permission Set Assignments related list

   • Click Edit Assignments

4. Assign or Remove Permission Sets

   • To add, select the permission set(s) from the Available Permission Sets list and click Add

   • To remove, select the permission set(s) from the Enabled Permission Sets list and click Remove

5. Save Changes

   • Click Save to finalize the updates

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Method 2: Assigning Permission Sets from the Permission Set Page

Use this method to manage multiple users at once for a specific permission set.

Step-by-Step Instructions

1. Navigate to Permission Sets

   • From Setup, enter Permission Sets in the Quick Find box

   • Click Permission Sets

2. Select the Permission Set

   • Click on the name of the permission set you want to assign

3. Manage Assignments

   • Click Manage Assignments

4. Add Assignments

   • Click Add Assignments

   • Select the users you want to assign the permission set to

   • Click Assign, then click Done

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Best Practices

• Use permission sets instead of profiles for flexible and scalable access control

• Group users by access level (e.g. Base User, End User, Admin) to simplify permission management

• Always verify access by logging in as the user or confirming visibility of Squivr components

	Permission Sets
User Type	Squivr 'Product' Base		Squivr 'Product' View All	Squivr 'Product' Modify All	Squivr AI	Squivr Full Admin
Org Chart Base User*	x
Org Chart End User	x		x	x
Org Chart Admin						x
Playbook Base User*	x
Playbook End User	x		x	x
Playbook Admin						x
Whitespace Base User	x
Whitespace End User	x		x	x
Whitespace Admin						x
AI User					x
AI Admin						x
Squivr Full Admin						x

*An example of a Base User is a partner portal use

'Product' is to be replaced by the product you are assigning. If you are using ArcSight for instance, you would see Org Chart in place of 'Product': Squivr Org Chart Base, Squivr Org Chart View All, and Squivr Org Chart Modify All.

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3. You're All Set

Once licenses and permission sets have been assigned:

• Users can begin using Squivr features based on their assigned roles

• Admins can continue to configure Lightning components and Org Chart rules as needed

For next steps in configuring Squivr features, including Org Chart placement or Object Rule Configuration, visit our Getting Started Guide (link to related article).

If you need additional assistance, contact us at [e-mail].