---
schema_version: "1"
id: af9a68271b7105d555195b18ce8d6cc8c72da1799e89bccf2c49cfee8329367b
title: Assign Customer Insights Permissions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_cust_insights_assign_permissions.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_cust_insights_assign_permissions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1d4439418bdbba71be801edfb27d80e2f423b34178e2891759550b13c50f4d81
description: Assign permissions to let users administer and view the Customer Insights app.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Assign Customer Insights Permissions

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition. Requires a CRM Analytics Growth or CRM Analytics Plus license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d38748e64">Permission Sets
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38748e64 ">To create and manage the app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38748e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
          <tr class="">
            <td data-label="Permission Sets Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d38748e64 ">To use CRM Analytics templated apps:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d38748e64 ">Use CRM Analytics Templated Apps</td>

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

## 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.