---
schema_version: "1"
id: 8f9302c90f236eb95c00f82cbd2a297ef5cd3ce9aa8526ba028a6f2b6bec781e
title: Learn about CRM Analytics Permission Set Licenses and User Permissions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_setup_user_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_setup_user_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 99129e2a5da2d63bd15e21ee76a22447d9eb626af55b4c40da8bdfe530390b0d
description: When you create your own CRM Analytics permission sets, you start by selecting the CRM Analytics Growth permission set license instead of using the prebuilt permission sets. The permission set license includes the user permissions required to explore data with and manage the CRM Analytics platform.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Learn about CRM Analytics Permission Set Licenses and User Permissions

When you create your own CRM Analytics permission sets, you start by selecting the CRM Analytics Growth permission set license instead of using the prebuilt permission sets. The permission set license includes the user permissions required to explore data with and manage the CRM Analytics platform.

- Each CRM Analytics platform user needs a CRM Analytics Growth permission set license to use the CRM Analytics platform. Creating a permission set and assigning it to a user _auto-assigns_ the CRM Analytics platform permission set license to that user. You can also manually assign permission set licenses to users.
- Experience Cloud site users need a CRM Analytics for Communities permission set license to view CRM Analytics apps shared via dashboards embedded in sites or Visualforce pages.

The CRM Analytics Growth permission set license enables the following permissions, except Manage CRM Analytics Private Assets.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:41.49377593360995%">
        <col style="width:58.50622406639003%">
      </colgroup>
      <tbody>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">User Permission</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">What It Enables</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Access Analytics SAQL Editor (Pilot Feature)</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">This user permission is no longer used and will be removed in a future
            release.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Add CRM Analytics Remote Connections</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Add connections to access data from external data sources.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Adoption Analytics Templates and Apps</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Create and use apps based on the Adoption Analytics template.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Create CRM Analytics Apps</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <span id="bi_setup_user_permissions__userperm_createinsightsapp"><a name="bi_setup_user_permissions__userperm_createinsightsapp"><!-- --></a>Create, edit, delete, and share CRM Analytics
              applications.</span>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Create and Edit CRM Analytics Dashboards</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Create, edit, and delete CRM Analytics dashboards.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Download CRM Analytics Data</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <span id="bi_setup_user_permissions__userperm_downloadwavedata"><a name="bi_setup_user_permissions__userperm_downloadwavedata"><!-- --></a>Download screenshots and data in tabular
              format through the CRM Analytics user interface.</span>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Edit CRM Analytics Dataflows</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <span id="bi_setup_user_permissions__userperm_editinsightseltworkflows"><a name="bi_setup_user_permissions__userperm_editinsightseltworkflows"><!-- --></a>Edit, delete, and use remote
              connections; add and remove connected objects; run and schedule data sync; create,
              edit, delete, run, schedule, and monitor dataflows and recipes. Use discretion when
              assigning this user permission because it enables access to all Salesforce object
              data to which the Integration User has access. See <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_security_salesforce_object_field_levels.htm&amp;release=264.0.0&amp;type=5" title="CRM Analytics requires access to Salesforce data when extracting the data and also when the data is used as part of row-level security. CRM Analytics gains access to Salesforce data based on permissions of two internal CRM Analytics users: Integration User and Security User.">Salesforce Data Access in CRM Analytics</a>.</span>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Edit Dataset Recipes</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Create, edit, and run recipes to create datasets. Monitor dataflow and system
            jobs in the monitor. Doesn’t enable editing security predicates in existing
            recipes.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Recipes View Only</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">View the recipe details in the recipe editor. With this user permission, users
            can only see the <strong class="uicontrol">Recipes</strong> option in the Data Manager. Users
            can't create, change, or delete recipes.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Manage CRM Analytics Private Assets</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>Delete datasets from another user’s My Private App. See <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_dataset_delete.htm&amp;type=5&amp;language=en_US" target="_blank">Delete a Dataset</a></p>
            <p>This user permission
              isn’t included in any of the packaged permission sets. You have to manually assign
              it to a permission set. To add this user permission to a permission set in a Sandbox
              org, the permission set can’t have a license assigned to it.</p>
            <p>If a license is assigned to the permission set, the Manage CRM Analytics Private
              Assets user permission doesn’t appear when adding user permissions to permission
              set.</p>
            <div><img style="width:400px;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_integrate_datasets_deleteprivate_permsetlicense.png" alt="The License option appears under the permission set properties under Setup."></div>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Manage CRM Analytics</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <span id="bi_setup_user_permissions__userperm_manageinsights"><a name="bi_setup_user_permissions__userperm_manageinsights"><!-- --></a>Access all CRM Analytics features. Provides CRM
              Analytics administrator-level capabilities.</span>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Manage CRM Analytics Custom Maps</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Add, edit, and delete maps, and upload geoJSON files.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Manage CRM Analytics Templated Apps</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Create and manage apps based on CRM Analytics Templates. Edit CRM Analytics
            dataflows. Edit recipes. Monitor dataflow and system jobs in the monitor. Some
            templates require extra permissions. See the help for each template.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Trend Report Data in CRM Analytics</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Trend the data of a report with a CRM Analytics dataflow.</td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Upload External Data to CRM Analytics</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <span id="bi_setup_user_permissions__userperm_uploadexternaldatatoinsights"><a name="bi_setup_user_permissions__userperm_uploadexternaldatatoinsights"><!-- --></a>Upload external data to CRM
              Analytics to create a dataset. Monitor dataflow and system jobs in the
              monitor.</span>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Use CRM Analytics</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Open CRM Analytics; <span id="bi_setup_user_permissions__userperm_useinsights"><a name="bi_setup_user_permissions__userperm_useinsights"><!-- --></a>run CRM Analytics apps to which
              you have access; view their datasets, lenses, and dashboards; and create and edit
              lenses.</span></td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">Use CRM Analytics Templated Apps</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">Use apps based on CRM Analytics Templates. Can also create, edit, and delete CRM
            Analytics dashboards. Some templates require extra permissions. See the help for each
            template.</td>

        </tr>
      </tbody>
    </table>

You create your own permission sets based on these permissions.

![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 When you create permission sets for CRM Analytics users, selecting any CRM Analytics permission automatically enables the “Use CRM Analytics” permission as well. Also, the type of access granted on an app controls the actions that can be performed on its datasets, lenses, and dashboards. For example, if a user has the “Use CRM Analytics” permission, the user must also have Viewer access on an app to view its datasets, lenses, and dashboards.

The CRM Analytics for Communities permission set license enables the “View CRM Analytics on Experience Cloud pages” permission. That permission enables external users to view CRM Analytics dashboards embedded in their Experience Cloud sites. See [Enable CRM Analytics for Experience Cloud Sites](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_communities_enable.htm&release=264.0.0&type=5 "Securely share CRM Analytics apps with an Experience Cloud site partner and customer users.").