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Assign Customer Insights Permissions

Assign permissions to let users administer and view the Customer Insights app.

Required Editions

Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics Growth or CRM Analytics Plus license.
Permission Sets Needed
To create and manage the app: Manage CRM Analytics Templated Apps
To use CRM Analytics templated apps: Use CRM Analytics Templated Apps

Assign Permissions to Admins

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Click the name of the user.
  3. Click Permission Set Assignments, and then click Edit Assignments.
  4. Select the CRM Analytics Plus Admin permission set.
  5. Click Add, and save your changes.
  6. Repeat these steps for each user who administers the Customer Insights app.

Assign Permissions to Users

  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Click the name of the user.
  3. Click Permission Set Assignments, and then click Edit Assignments.
  4. Select the CRM Analytics Plus User permission set.
  5. Click Add, and save your changes.
  6. Repeat these steps for each user who views the Customer Insights app.