---
schema_version: "1"
id: fa7380d1d878144863cb29fbb09f3a8171ca66582bc69d14eb553eda06d8d06e
title: Basic CRM Analytics Platform Setup
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_help_setup_basic.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_help_setup_basic.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7a8adab6287b1667565b5f69f1cc46ff2a4bd945119e9be17d7c98e9a71f9565
description: Follow these few steps to give users in your organization access to CRM Analytics platform, templates, and apps quickly. Basic setup uses permission sets included with the CRM Analytics Plus or CRM Analytics Growth licenses, which cover most organizations’ analytics needs.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Basic CRM Analytics Platform Setup

Follow these few steps to give users in your organization access to CRM Analytics platform, templates, and apps quickly. Basic setup uses permission sets included with the CRM Analytics Plus or CRM Analytics Growth licenses, which cover most organizations’ analytics needs.

## Set Up the CRM Analytics Admin

1. In Salesforce Setup, select **Users**. Select **Permission Sets**.
2. Select one of the following prebuilt permission sets that is on your org.
    
    | Permission Set | Description |
    | --- | --- |
    | CRM Analytics Growth Admin | Enables all permissions required to administer the CRM Analytics platform, including permissions to create and manage CRM Analytics templated apps and Apps. |
    | CRM Analytics Plus Admin | Enables all permissions required to administer the CRM Analytics platform and Einstein Discovery, including permissions to create and manage CRM Analytics templated apps and Apps. |
3. Select **Manage Assignments**.
4. Select **Add Assignments**.
5. Select the CRM Analytics admin user by checking the box next to their name in the left-hand column.
6. Select **Assign**.

You see a page that tells you if the permission set has been assigned. If permission set assignment didn’t succeed for one or more users, Salesforce tells you why. You can fix the problem and try again.

## Enable CRM Analytics

1. Go to Salesforce Setup and enter Analytics in the **Quick Find / Search** field.
2. Select **Getting Started**.
3. Select **Enable CRM Analytics**.

## Select and Assign User Permission Sets

1. In Salesforce Setup, select **Users**. Select **Permission Sets**.
2. Select one of the following prebuilt permission sets that is on your org.
    
    | Permission Set | Description |
    | --- | --- |
    | CRM Analytics Growth User | Enables all permissions required to use the CRM Analytics platform and CRM Analytics templated apps and Apps. |
    | CRM Analytics Plus User | Enables all permissions required to use the CRM Analytics platform, Einstein Discovery, and CRM Analytics templated apps and Apps. |
3. Select **Manage Assignments**.
4. Select **Add Assignments**.
5. Select one or more users by checking the box next to their name in the left-hand column.
6. Select **Assign**.

You see a page that tells you if the permission set has been assigned. If permission set assignment didn't succeed for one or more users, Salesforce tells you why. You can fix the problem and try again.