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.
Use the below table as a guide for assigning Squivr permissions.
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 user
Comments
0 comments
Please sign in to leave a comment.