Salesforce Permissions
Limit access to certain Gradient Works functionality using permission sets
There may be some instances where you want to limit permissions for managers or users so they don't have access to the Automation or Flow actions. However, you'd like to give them the ability to edit Queues and manage users. The steps below will allow you to manage permission
- 1.Setup -> Users (Click Setup on your Salesforce environment and search for Users in Quick Find)
- 2.Click on the User (Manager or User you would like to enable permissions)
- 3.Permissions Set Assignments -> Edit Assignments
- 4.Move Gradient Works Manager to Enabled Permission Set
You'll notice that Gradient Works does provide default permission sets based on different roles. If you need custom permissions for a your organization's specific role please reach out to [email protected] for assistance.
Last modified 24d ago