This article guides Salesforce administrators through the process of granting users access to Squivr components, including license assignment and permission set configuration.
1. Assigning Squivr Package Licenses
To enable Squivr access, users must first be assigned a license from the installed package.
Steps
Go to Setup in Salesforce
In the Quick Find box, search for Installed Packages
Locate the Squivr package and click Manage Licenses
Click Add Users
Select the users who should have access to Squivr
Click Add
Once the license is assigned, users can be granted access to specific functionality using permission sets.
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.
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
Navigate to Users
From Setup, enter Users in the Quick Find box
Select Users from the results
Select the User
Click the name of the user you want to assign a permission set to
Open Permission Set Assignments
Scroll to the Permission Set Assignments related list
Click Edit Assignments
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
Save Changes
Click Save to finalize the updates
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
Navigate to Permission Sets
From Setup, enter Permission Sets in the Quick Find box
Click Permission Sets
Select the Permission Set
Click on the name of the permission set you want to assign
Manage Assignments
Click Manage Assignments
Add Assignments
Click Add Assignments
Select the users you want to assign the permission set to
Click Assign, then click Done
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.
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 support@squivr.com.