A permission set is a collection of settings and permissions that give users access to various tools and functions. Permission sets extend users’ functional access without changing their profiles and are the recommended way to manage your users’ permissions.
Use the below table as a guide for assigning Squivr permissions.
Permission Sets | Permission Set Groups | |||||
User Type | Squivr Org Chart Base | Squivr Playbook Base | Squivr Org Chart End User | Squivr Org Chart Admin | Squivr Playbook End User | Squivr Playbook Admin |
Org Chart Base User* | x | |||||
Org Chart End User | x | |||||
Org Chart Admin | x | |||||
Playbook Base User* | x | |||||
Playbook End User | x | |||||
Playbook Admin | x | |||||
Squivr Full Admin | x | x |
*An example of a Base User is a partner portal user
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