Assigning Permission Sets
To assign permission sets to a Salesforce User, please do the following:
1. Log into Salesforce
2. Click on Gear > Setup
3. Search for "Users" and then click "Users":
4. Find the applicable user and click their name:
5. Click on "Permission Set Assignments":
6. Click on "Edit Assignments":
7. Select the applicable permission sets, click Add, then click Save:
Related Articles
Litify Admin Permissions
In order to extract data and documents from Litify, the following operations should be done: Create a Salesforce Admin User Ensure the user is a Salesforce Admin by following these instructions: Connecting to Salesforce: Special Permissions Assign ...Salesforce Document Backups: Special Permissions
By default, in the Salesforce API, a user only has permission to download documents that they have uploaded themselves. In order to create a reliable backup of all documents, special permissions must be created. Create a Permission Set that Allows ...Clio Data Restore: Read Me First - Calendar Permissions
These instructions must be followed by each user in the firm. Permission Changes are only necessary during the migration Once the migration is complete, you can remove firm-wide access to your calendar. Prior to calendar entries being imported, each ...Connecting to MyCase: Special Permissions
In order to link Universal Migrator to a MyCase account, the following must all be true. The Subscription Must Allow Integrations Some MyCase plans (such as the Basic plan) do not allow integrations. The MyCase account must be on a subscription tier ...Folder Migrations: Overview
Background The Universal Migrator's Folder Extractor is an easy way to backup documents and their logical metadata from an independent, unlinked file server that is not used by another application (ie, not Worldox or ProLaw). Because file servers are ...