Assigning Permission Sets

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**Note: This content is intended for system administrators and is technical in nature**

After you've assigned licences, you'll need to assign permission sets. This is done within Salesforce Setup:

  1. From the list of users, select the new user by clicking on their name (Note: don’t click the Edit link).
  2. From the user detail, scroll down until you find the Permission Set Assignments section and click Edit Assignments.
  3. Select the assignments you wish to add for the user. The standard permission sets you would want for each use are Configure Rollups, Process Rollups and Skuid Page Viewer. Depending on the profile of the user, you will want to add SF Object Permission. 
  4. Click Add and Save. 
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