---
schema_version: "1"
id: b2806f6ecf7ae241c0207b4270fa1a38a35753549e23b6e031c798331387d4ba
title: Create a Permission Set for CRM Analytics Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_create_wave_user_perm_set.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_create_wave_user_perm_set.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8948d9b3839801ac4c224bec2516ee6fd153c2bec3eef6681454793d2ab7d68c
description: Create a permission set that enables view access to the dashboard. You can also grant permission for users to download a .CSV file of the patient or member lists that are generated in the dashboard.
products:
  - Health
release: "264"
---
# Create a Permission Set for CRM Analytics Users

Create a permission set that enables view access to the dashboard. You can also grant permission for users to download a .CSV file of the patient or member lists that are generated in the dashboard.

1. From Setup, in the Quick Find box, enter Permission, and then select **Permission Sets**.
2. Click **New**.
3. Enter a label and a description for the permission set.
    
    For example, View Analytics Dashboard.
4. For License, select **None**.
5. Save your changes.
6. On the Permission Set Overview page for the new permission set, click **System Permissions**.
7. Click **Edit**.
8. Select **Use Analytics**. Optionally, select **Download Analytics Data** so that users can download a .CSV file of the patient or member list generated in the dashboard.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_important.png)
    
    Important Only grant feature access to individuals who have a valid need to know the protected health information of all individuals your company treats.
9. Save your changes.
10. Assign the permission set to users who view reports and dashboards in Analytics Studio.