How to Add Permission Sets to User Profiles
In addition to a package license, each user needs the appropriate permission set assigned before they can use ARPEDIO. The required permission sets depend on which packages are installed in your org.
Required permission sets
| Package | Permission Set | Required For |
|---|---|---|
| ARPEDIO Sales | ARPEDIO Sales Admin | Creating and maintaining Sales templates |
| ARPEDIO Sales | ARPEDIO Sales User | Creating assessments |
| ARPEDIO Matrix | ARPEDIO Matrix Admin | Creating and maintaining Matrix templates |
| ARPEDIO Matrix | ARPEDIO Matrix User | Creating stakeholder maps |
Assigning a permission set
- In Setup, go to Users then Permission Sets, or search for Permission Sets in the Quick Find box.
- Click the name of the permission set you want to assign.
- Click Manage Assignments, then click Add Assignments.
- Search for and select the users you want to assign the permission set to.
- Click Assign.
- Choose whether the permission set should have an expiration date. For most cases, no expiration date is needed.
- Click Assign, then click Done.
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