This article walks you through the process of assigning Squivr users and granting access to necessary components.
Note: the steps outlined in this article require that you have the Modify Users permission set for your profile.
Package License Assignment
- From the Setup menu, navigate to Installed Packages
- Find the Squivr package and click Manage Licenses
- Click the Add Users button and select all Users you wish to be able to use Squivr
Permission Set or Permission Set Group Assignment
See Squivr User Permissions for details on assigning the correct Permission Set or Permission Set Group to your users.
Note: For initial trials, pilots, sandbox proof of concepts, or other testing, we recommend that you assign just the "Squivr Full Admin" permission set.
You're all set! Squivr is now available for the users you selected. For additional basic configuration options, see here.