How to add permission sets to user profiles

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

-Classic view

-Lightning view

Classic view

Besides assigning a license for ARPEDIO Sales to every user who should use this application, the user also must have one or both of the permission sets:

  • ARPEDIO template administrator (required to create/maintain templates)

  • ARPEDIO assessment user (required to create assessments)

Find Permission Sets in the Setup menu Administer > Manage users > Permission sets.




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

To assign this permission set, click Manage Assignments and then Add Assignments.

Select the users you want to assign the chosen permission sets. Tick of the user and click Assign.

The user has now been assigned the given permission set.

Lightning view

Besides assigning a license for ARPEDIO Sales to every user who should use this application, the user also must have one or both of the permission sets:

  • ARPEDIO template administrator (required to create/maintain templates)

  • ARPEDIO assessment user (required to create assessments)

Find Permission Sets in the Setup menu Users > Permission sets.

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

To assign this permission set, click Manage Assignments and then Add Assignments.

Select the users you want to assign the chosen permission sets. Tick of the user and click Assign.

The user has now been assigned the given permission set.

 

Now, you're ready to add the ARPDIO app to user profiles. Click here for an assisting article.

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk