Adding Permissions to Personas
Permissions for personas are permission sets that can be associated with the persona. It is, therefore, recommended that the permissions are labelled in terms of the permission that is assigned rather than the role they are assigned to. E.g. Manage Contracts and NOT Contract Manager.
To add permissions to a persona, please follow the below instructions:
- Navigate to the Personas related list.
- Click on New Persona Permissions.
- Select the a permission set from the Permission Sets drop-down menu and click on Save.