Admin Guide - Assigning Inspire Planner Permission Set

Last Modified On: November 13, 2024

A permission set is a collection of settings and permissions that give users access to various tools and functions. Although you can also specify permissions through user profiles, permission sets extend users' functional access without changing their profiles.
 

Inspire Planner comes with a number of permission sets. For more information on each, please see Inspire Planner - Permission Set Inclusions.

Important: Please assign the Inspire Planner Standard User - v1.12 Permission Set to ALL Salesforce users, regardless if they have an Inspire Planner license assigned to them or not. This ensures that all users have access to the underlying components within Inspire Planner. If you plan on enabling Agile projects in Inspire Planner, please also assign the Inspire Planner - Agile Project Management permission set.

• Assign a Permission Set to a Bulk Set of Users
• Assign a Permission Set to a Single User

Start with the video below:

Assign a Permission Set to a Bulk Set of Users

This section will walk you through how to assign a permission set to several users at the same time.
 

1. Go to Setup.
   
   
    
2. On the left pane, in the Quick Find box, enter 'Permission Sets'. Then click on "Permission Sets".
   
   
    
3. Click on Inspire Planner Standard User - v1.12 Permissions under Permission Sets.
   
   
    
4. On the next page, click the Manage Assignments button.
   
   
    
5. Click either one of the Add Assignments buttons.
   
   
    
6. Select all users , then click on the Assign button.

Assign a Permission Set to a Single User

This section will walk you through how to assign a permission set to a single user.

1. Navigate to the desired user record.
    
2. Scroll down to the Permission Set Assignments related list and click Edit Assignments.
   
   
    
3. Select Inspire Planner User - v1.12 Permissions and then click on the Add arrow. Click on Save when finished.
   
   

Repeat the above steps for assigning Inspire Planner - Agile Project Management permission set if you plan on enabling Agile projects in Inspire Planner.