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Enabling CRM Permissions for Read-Only Users

Enabling CRM Permissions for Read-Only Users

Owned by Nickolette De Clerck
Last updated: Apr 15, 2024 by Abraham Lloyd

Admin access to your Salesforce org is required to assign permissions for read-only users.
Users with Admin access and permissions to manage permission sets should only perform this process. Please verify your access with your Salesforce Admin.

Provide Salesforce Users with Access to Cuneiform for CRM Insights

Users who should have read-only permissions to records created by Cuneiform® for CRM must be assigned to the Cuneiform for CRM: Read Only permission set. This permission set will allow assigned users to view Profiling Definitions and profiling insights captured via the profiling field and value summaries.

Table of Contents

Self-Driven Workflow

https://app.tango.us/app/embed/Assigning-Permission-Sets-to-a-User-in-Salesforce-e27322ba50cb40cdb2528a3c778a7903

Detailed Instructions

Perform the following steps to enable profiling permissions for a standard user:

  1. Type Users into the Quick Find field from the Setup home page.

     

  2. Click Users.

     

  3. Locate the user you'd like to enable read-only permissions for.

     

  4. Click on their name.

     

  5. Click Permission Set Assignments[0].

     

  6. Click Edit Assignments.

     

  7. Under Available Permission Sets, click Cuneiform for CRM: Read Only User.

     

  8. Click Add to move the selected permission set to Enabled Permission Sets.

     

  9. Click Save.

     

  10. Confirm the permission set assignment by hovering over Permission Set Assignments (1) and locating Cuneiform for CRM: Read Only User in the list that appears.

Congratulations! You’ve successfully assigned Cuneiform for CRM Read Only permissions to a Salesforce User. This will allow them to view profile definitions and profiling summaries.