Salesforce Docs Portal

Assign Process Compliance Navigator Permission

Assign Process Compliance Navigator permission sets to the users who set up and use Process Compliance Navigator.

Required Editions

Available in: Lightning Experience
Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Government Cloud with Lightning Scheduler, Health Cloud, Manufacturing Cloud, Nonprofit Cloud, and Public Sector Solutions View editions availability.
User Permissions Needed
To configure Process Compliance Navigator:

Compliance Admin permission set

OR

Modify All Data
To use Process Compliance Navigator: Compliance User permission set
  1. From Setup, in the Quick Find box, find and select Permission Sets.
  2. Click the Compliance Admin permission set.
  3. Click Manage Assignments, and then click Add Assignments.
  4. Select the checkbox for each user who uses the feature, and then click Assign.
  5. Similarly, complete the steps for Compliance User permission set.