Use permission sets, our recommended method, to choose which members can assign recognition badges. Restricting who can do so helps control the number of badges in your site and maintains the value of a badge.
Required Editions
| Available in: Enterprise, Professional, Unlimited, and Developer editions. |
| User Permissions Needed | |
|---|---|
| To create permission sets: | “Manage Profiles and Permission Sets” |
| To assign permission sets: | “Assign Permission Sets” |
Note It’s currently not possible for users with a Customer Community or Customer Community
Login license to assign a private badge. Only internal users or users with the following
licenses, and with the Assign Recognition Badges in Experience Builder Sites permission,
can assign a private badge:
- Customer Community Plus
- Customer Community Plus Login
- Partner Community
- Partner Community Login
Note Buttons for assigning badges appear in two places on the member’s profile. If after
following the steps below, your approved users don’t see the Give button at the top of a
member’s profile, under Settings, go to Users. Edit the User Page Layout and add the Give Badge
action in the Salesforce Mobile and Lightning Experience Actions section.
- First, set up the permission set for creating badges. From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets.
- Click New.
- Enter your permission set information. Name the permission set “Assign Recognition Badges in Experience Builder Sites.”
- Click System Permissions and then click Edit.
- To add the permissions for assigning a badge, select Assign Recognition Badges in Experience Builder Sites permission.
- Select Manage Assignments and add those users you want to let assign badges.