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Assign Permissions

To grant access to Distributed Marketing, follow these steps to assign the installed permission sets.

Required Editions

User Permissions Needed
To manage permission set assignments: Assign Permission Sets

Custom permissions and permission sets provide users access to Distributed Marketing licenses, objects, and functionality. Distributed Marketing has different permissions sets designed to give users, or groups of users, access to the functionality you want them to have. All Distributed Marketing permissions and permission sets have the mdcm_15 Namespace prefix.

These Distributed Marketing custom permissions and permission sets are provided:

  • DM Administrator
  • DM Administrator License
  • DM Approver
  • DM Bulk Send
  • DM Standard
  • DM Standard License

The DMAdministrator License or DMStandard License permission sets must be assigned to use Distributed Marketing functionality, unless otherwise indicated. You use a single license when either permission set is assigned to a user. We recommend that you manage license access exclusively with these permission sets. You can view the remaining licenses in your organization by navigating to Setup, choosing Company Information, and then reviewing the Distributed Marketing row in Permission Set Licenses.

Note
Note Different tasks within Distributed Marketing administration can require other custom or standard permissions. The minimum permissions required to perform any task are outlined in that task’s help and training documentation.
Note
Note A Distributed Marketing permission set license is assigned automatically when you assign the DM Administrator License or the DM Standard License permission set to a user. Avoid assigning the Distributed Marketing permission set license to users because it can cause difficulties when managing license consumption. Instead, manage licenses through permission set assignment as outlined on this page.
  1. In Salesforce, navigate to Setup.
  2. Use Quick Find to navigate to Permission Sets.
    Tip
    Tip To assign multiple permissions, instead of navigating to Permission Sets, search for the user you want to assign permissions to. Select Edit Assignments under Permission Set Assignments. Assign multiple permissions from Available Permission Sets to Enabled Permission Sets, and save the changes.
  3. Select a Distributed Marketing permission set or permission set license.
  4. Click Manage Assignments.
  5. Click Add Assignments.
  6. Select users for the Distributed Marketing permission set or permission set license.
  7. Click Assign.
  8. Click Done.
  9. To assign more permission sets, repeat the steps.