---
schema_version: "1"
id: 9363008663b38cf62a987f1c1efdad4f8e58c7fdccd65b27b69c97cf6bc3975a
title: Enable CRM Analytics and Create Permission Sets
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_setup_enable_create_permset.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_setup_enable_create_permset.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5560f5afb9ec7493174c1b8b5d75da3830a7d0862ef5855bba3eda03e3dc1673
description: After identifying user types, create your permission sets then enable CRM Analytics in your org.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Enable CRM Analytics and Create Permission Sets

After identifying user types, create your permission sets then enable CRM Analytics in your org.

**Create Permission Sets**

Create permission sets made up of CRM Analytics user permissions. We show you how to create two permission sets:

- _Manage CRM Analytics_ permission set, for users who administer CRM Analytics.
- _View CRM Analytics_ permission set, for users who explore app dashboards and datasets.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_note.png)

Note

- Customers who purchased CRM Analytics before October 20, 2015: See [Set up the CRM Analytics Platform With Licenses Purchased Before October 20, 2015](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_permission_set_licenses.htm&release=264.0.0&type=5 "If you purchased an Analytics Cloud Builder or Analytics Cloud Explorer license before October 20, 2015, you can continue to use your licenses to set up the Analytics platform for users in your organization or you can migrate to the new single-user Analytics Growth license.") before following the instructions here.
- The Manage CRM Analytics permission set enables the equivalent functionality provided by the previous Analytics Builder license (purchased before October 20, 2015). If you have a Builder license or you’re migrating to the current CRM Analytics platform license, follow these steps to create a permission set with the same functionality.
- The View CRM Analytics permission set enables the equivalent functionality provided by the previous CRM Analytics Explorer license (purchased before October 20, 2015). If you have an Explorer license or you’re migrating to the current CRM Analytics platform license, follow these steps to create a permission set with the same functionality.

1. In the Setup menu, click **Users | Permission Sets** and then click **New**.
2. Enter `Manage CRM Analytics` or `View CRM Analytics` in the Label field, as appropriate. This automatically creates the API name as well. You can change it if you like, but it can’t include spaces, end with an underscore, or have two consecutive underscores.
3. For License, select the license to associate with this permission set.
    
    ![Select the CRM Analytics Growth permission set license](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_help_setup_create_permission_set2.png)
    
    When you select a specific permission set license, any user assigned to the permission set is _auto-assigned_ the permission set license. If you select --None--, you must _manually_ assign the permission set license to users before you can add them to the new permission set.
4. Click **Save**. The Permission Set Overview page shows the new permission set. Now add user permissions to the set.
5. Click **System Permissions** to open the list of user permissions enabled by the CRM Analytics license. Then click **Edit**.
6. Do one of the following.
    - If you're creating the Manage CRM Analytics permission set, select "Manage CRM Analytics" user permissions and click **Save** then **Save** again to confirm settings. You’ve successfully created a permission set that enables access to all CRM Analytics features. You don’t have to select any of the other individual permissions. Assign this permission set sparingly because it provides access to all CRM Analytics features, many of which are inappropriate for most analytics users.
    - If you're creating the View CRM Analytics permission set, select "Use CRM Analytics" and "Upload External Data to CRM Analytics" user permissions and click **Save**. You’ve successfully created a permission set that enables a user to view the CRM Analytics datasets, lenses, and dashboards that they have permission to view, and to upload data files from outside Salesforce.
7. You can now assign your new permission set to users, which is covered in [Assign Permission Sets to Users](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_assign_permsets.htm&release=264.0.0&type=5 "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."). Repeat these steps for every user in your organization who requires access to CRM Analytics.
8. **Enable CRM Analytics**
    1. Go to Salesforce Setup and enter Analytics in the **Quick Find / Search** field.
    2. Select **Getting Started**.
    3. Click **Enable CRM Analytics**.