Assign AppDirect admin permission set

This procedure defines what a has permission to do in Salesforce.

To assign permissions to the Administrator

1. Click the gear icon on the top right of the page.

2. Click Setup.

3. Go to Administration > Users > Permission Sets.

4. In the Permission Set Label column, click Admin. The Permission Sets page for Admin appears.

5. Click Manage Assignments and then Add Assignments.

6. Click in the checkbox beside the user you want to assign to the Admin role.

7. Click Assign.

What's next?

Add custom fields to page layouts