Assign custom permission sets to one or more users—either one at a time, or in bulk—to give them access to CRM Analytics functionality.
Required Editions
| User Permissions Needed | |
|---|---|
| To assign a permission set to users: | Assign Permission Sets |
- In the Setup menu, click Users | Permission Sets and then click New.
- Click the permission set you want to assign to users. If you’ve followed the instructions in Enable CRM Analytics and Create Service Analytics Permission Sets, select either the Manage CRM Analytics or View CRM Analytics permission sets.
- Click Manage Assignments and click Add Assignments.
- Select the users who need access to CRM Analytics, and click Done. When you assign the permission set to users, Salesforce auto-assigns the CRM Analytics Cloud - CRM Analytics Platform permission set license to those users.
Assign the Manage CRM Analytics permission set sparingly, since it provides access to all CRM Analytics features. Assign it only to users who administer or manage the CRM Analytics platform.