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Assign Permissions

 

There are two types of user permissions that will need to be added to RIO Plan Users including:

  • RIO Plan Full Permission Set: This is for the plan Admin. This grants admins access to create Plans, setup Resources and Resource types.
  • RIO Plan Basic Permission Set: This is for basic users. These users will only be able to see Allocations and Public Allocations assigned to them.

 

As a Salesforce Administrator, navigate to Setup > Quick search Permission Sets 

 

Here you will be required to add users one by one to the above four permission sets.

 

Note that it doesn’t matter which order you add the permission sets.

 

 

Select the relevant Permission Set and click the Manage Assignments button.

ps 2

 

Click the Add Assignments button and then select all the users that require this Permission Set.

ps 3

Note: Those who configure RIO Plan as the System Administrator or Users that have already Customized Application permissions, can skip this step.

 

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