Help Center

Assign Permission Sets

1. Go to Setup

2. In the Quick Find box, search for Permission Sets (Under Administration, Users > Permission Sets)

3. Click on a permission set (like "Propel Everyone (Read Only)")

4. Click Manage Assignments

5. Click Add Assignments

6. Select the checkbox on the left-hand side of the user(s), then Assign

 

Permission Set Guidelines:

  • Administrators should have the permission set Propel Administrator, Propel Import Data, Propel Full Use and Propel Full Use - Custom Fields
  • Full Use licenses should have the permission set  Propel Full Use  and  Propel Full Use - Custom Fields
  • Read Only licenses should have the permission set Propel Everyone (Read Only) and Propel Everyone (Read Only) - Custom Fields

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