Assigning a Permission Set to Users

All standard users require the 'Altify Permission Set'. Additional permission sets may need to be allocated to users as follows:

  • 'Altify Administrator' - for administrators who need to configure Altify.

  • 'Altify Call Planner Permission Set' - for users who require access to the Call Planner product.

  • 'Altify Max Administrator' - for users who need to enable Max or configure batch jobs or emails for Altify Max.

  • 'Altify Max Editor' - for users who need to create and edit Max insights or insight rules, and import or export insight library files.

  • 'Altify Max User' - for standard users to view Max insights that are generated for opportunities.

  • 'Altify Relationship Map Live App User' - for users who need to access and edit relationship maps in a Quip document. For more information, see Configuring Relationship Maps for Quip.

There are two ways to assign a permission set:

  • Assign it to an individual user
  • Assign it to multiple users at the same time using the Data Loader

To manually assign the permission set to individual users:

  1. In Setup, open your list of Users.
  2. Click into the relevant user.
  3. In the Permission Set Assignments section, click Edit Assignments.

  4. Select the relevant permission set in the Available Permission Sets panel and move it to the Enabled Permission Sets list box.
  5. Click Save.

To assign a permission set to multiple users at once, use the Salesforce Data Loader. You'll need details of the following two fields:

  • UserID
  • PermissionsetID

Note: If you have not yet installed Data Loader, in Setup go to Data Loader.

Stage 1

You or your Salesforce Admin must generate a list containing the userID of each user who will be assigned the permission set.

Stage 2
  1. In Setup, go to Permission Sets.
  2. Open the permission set you want to assign to users.
  3. Copy the Permission Set ID from the page URL. In the example below, you can see the ID of the Altify Permission Set.

Stage 3
  1. Create a .csv file with the following headings:
    • AssigneeID
    • PermissionSetID
  2. Add the UserID of each user to the AssigneeID column.
  3. Add the PermissionSetID to the PermissionSetID column for each user.
Stage 4
  1. Open the Dataloader and click Insert.
  2. Select the Show all Salesforce objects checkbox.
  3. In the object list, select the Permission Set Assignment.

  4. Click Browse to locate your .csv file.
  5. Click Next to continue.
  6. Click Create or Edit a Map and create your field mapping. When you have finished, click OK.

  7. Click Next and Finish to upload.
  8. To check that the permission set was applied, go to the User Detail page for a user. If the permission set was correctly applied, it is listed in the Permission Set Assignments section.