Adding Permissions to Personas

Updated 1 month ago by Copado Solutions

Permissions for personas are permission sets that can be associated with a persona. It is, therefore, recommended that permissions be 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:

  1. Navigate to the Personas related list.
  2. Click on New Persona Permissions.
  3. Select a permission set from the Permission Sets drop-down menu and click on Save.


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