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Permission Sets
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Permission Sets
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Permission sets are a collection of settings and permissions that give users access to various tools and functions. Permission sets extend the users’ functional access without changing their profiles.
While installing the unmanaged package, you can choose to install the application for a specific profile. If you want to extend the access to other profiles or only for some selected users, you can simply assign them with the permission sets as per the requirement of their roles.
The following are Acqueon’s permission sets:
# | Role | Comment |
|---|---|---|
1 | Acqueon Workspace Service Agents | Acqueon’s Customer Service Agents who interact with their customers using the Acqueon Desktop and use Salesforce to track various details like contact details, cases, tasks, etc. |
2 | Acqueon Workspace Salesforce Administrator | Salesforce Administrators who maintain or manage Acqueon’s customers’ Salesforce Instance/Org. |
Access to the permission sets are explained in the following table:
Apps / Pages | Access Rights | |
|---|---|---|
Service Agents | Salesforce Administrators | |
Acqueon Workspace Admin app | No | Yes |
Acqueon Workspace in Utility bar | No | Yes |
Logs | Yes (Read only) | Yes (Read/Edit/Delete) |
Outbound Widgets Page | Yes | Yes |
Follow the steps to assign Permission Sets.
Log in to Salesforce Org.
Navigate to Setup.
In the Quick Find box, search for Users.
Click Users.
Select the User to whom you want to assign the permission set.
Click Permission Set Assignments.
Click Edit Assignments.
Select the Permission Set from the Available Permission Sets list and move them to the Enabled Permission Sets list.
Click Save.
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