Inspire Planner - Standard Permission Set Inclusions

    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.

     

    When you install Inspire Planner, it comes with two(2) permission sets called "Inspire Planner Standard User - v1.12 Permissions" and "Inspire Planner - Agile Project Management".  

     

    The Inspire Planner Standard User - v.12 Permission Set provides users full access to all features and functions within Inspire Planner with the exception of Agile. The Inspire Planner - Agile Project Management Permission Set provides users full access to all features and functions within Inspire Planner, plus features and functionality related to Agile projects. 

     

    If you intend to enable Agile Projects in Inspire Planner, it is recommended that you assign both permission sets to all of your Salesforce users. If you do not intend to enable Agile projects, you only need to assign the Inspire Planner Standard User -v 1.12 permission set. To learn how, please see Assigning Inspire Planner Permission Set.

     

    If you are looking to restrict access to certain objects or fields within Inspire Planner, it is recommended that you clone our standard permission sets and edit the clone to remove access. This ensures that users still have access to all other functional areas and underlying components of Inspire Planner.

     

    At the bottom of this help article is a spreadsheet outlining all the permissions included in the Inspire Planner Standard User - v1.12 permission set and the Inspire Planner - Agile Project Management permission set. These documents will be updated with every release. If you are using custom permission sets, please ensure that you update your permission sets accordingly.

     

     

     

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