Before we get started, choose what Salesforce view is your preferable tool.

- Classic view

- Lightning view

Classic view

Users must have one or both of the following permission sets: 

• ARPEDIO Matrix Admin (required to create/maintain templates)
• ARPEDIO Matrix User (required to create maps)

Go to the setup menu in the top right corner. Go to Administration>Manage Users > Permission Sets or search for Permission sets.

 

You will see an overview of all permission sets. Click the permission set you wish to assign to users.

 

To change the assignment of users to this permission set, click Manage Assignments and then Add Assignments

 

Now you select the users you want to assign the permission set. Tick of the user and click Assign. Now the user have permission set assigned. 

 

Lightning view

 

Users must have one or both of the following permission sets:

• ARPEDIO Matrix Admin (required to create/maintain templates)
• ARPEDIO Matrix User (required to create maps)

Go to the setup menu in the top right corner. Go to Administration>Manage Users > Permission Sets or search for Permission sets.

 

You will see an overview of all permission sets. Click the permission set you wish to assign to users.

 

To change the assignment of users to this permission set, click Manage Assignments and then Add Assignments

 

Now you select the users you want to assign the permission set. Tick of the user and click Assign. Now the user have permission set assigned. 

Next step is to add the ARPEDIO app to user profiles. Here's help.