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Assign Analytics for Loyalty Administrator Permissions

Allow admins to create and manage the Analytics for Loyalty app by assigning admin permissions.

Required Editions

Available in: Developer, Enterprise, Performance, and Unlimited editions that have Loyalty Management enabled.
  1. From Setup, in the Quick Find box, enter Users, and then select Users.
  2. Click the name of a user with the System Administrator profile.
  3. Click Permission Set Assignments, and then click Edit Assignments.
  4. Select permission sets.
    • If you have the Loyalty Analytics Plus subscription, select both the CRM Analytics Plus Admin and Loyalty Analytics Admin permission sets.
    • If you have only the Loyalty Analytics Base subscription, select CLAAnalytics Base Admin permission set.
  5. Click Add, then save your changes.
  6. Repeat Steps 2–5 for all users who create and manage the Analytics for Loyalty app.