In addition to assigning licenses, users will need to have the appropriate permissions. Review the table below, and then assign the correct permissions.


There are two different types of Permissions included with the package, with a third that can be created and assigned to allow additional functionality to limited "admins" of the application. 


The matrix below defines the permissions that can be assigned:



Assigning Permission Sets


You can either assign a permission set to individual users, or a group of users.


Assigning to a Group of Users:


Browse to Salesforce Setup and search for "Permission Sets". Pick the appropriate permission set, and click on the name.



Click on "Manage Assignments"

Click "Add Assignments" and select the users to add to the permission set.




Assigning to a Single User.


Browse to Salesforce User you would like to add the permission set to and scroll down to "Permission Set Assignments". Click "Edit Assignments".



Select the appropriate permission set and move it over to "Enabled Permission Sets", and click "Save".