Allocating Altify Max Permission Sets

Users with the Max license get access to Max functionality through permission sets.

Three permission sets are available. Some users may need more than one of these.

• Altify Max User

Grant this permission set to sales reps and line managers to give them access to the Altify Max insights panel and drop-down.

This means that they'll get real-time insights and regular email digests containing their insights.

• Altify Max Editor

Grant this permission set to the domain experts in your organization whose knowledge you want to harness.

It gives them the access they need to create, edit, and delete insights in your org, and to set the rules that control when these insights are triggered.

• Altify Max Administrator

Grant this permission set to users whose role it is to carry out low-level Altify Max configuration tasks involving email configuration, formula fields, workflows, and triggers. The permission set also gives them access to run Altify Max batch jobs.

 

1. In Setup, go to Permission Sets.
2. Click the relevant Max permission sets.
3. Click Manage Assignments.
4. The users to whom this permission set is assigned are listed. To add more users, click Add Assignments.
5. Select the additional users, and click Assign.
6. Click Done.