Use this flow after installing Flexi Kanban.
The order depends on your Salesforce org type:
Production and Developer orgs: assign the managed package license first, then assign a permission set.
Sandbox orgs: skip license assignment and assign the permission set directly.
In Sandbox orgs, Salesforce creates an unlimited org-wide package license automatically.
You do not need to assign package licenses manually.
Assign only one permission set per user:
Flexi Kanban Admin — full access to create and manage boards
Flexi Kanban User — access to owned and shared boards
Flexi Kanban Viewer — read-only access to shared boards
In Production and Developer orgs, complete these steps in order.
Open Setup.
Enter Installed Packages in Quick Find.
Select Installed Packages.
Find Flexi Kanban.
Click Manage Licenses.
Click Add Users.
Select the users who need access.
Save your changes.
If all licenses are already assigned, remove unused licenses or contact sales@flexikanban.com for more seats.
Enter Users in Quick Find.
Select Users.
Open the user record.
In Permission Set Assignments, click Edit Assignments.
Add one of these permission sets:
Flexi Kanban Admin
Flexi Kanban User
Flexi Kanban Viewer
Do this only after the package license is assigned.
In Sandbox orgs, assign only the permission set.
No manual package license assignment is required in Sandbox.
Sandbox: assign the permission set only.
Production: assign the managed package license first, then the permission set.
Developer org: assign the managed package license first, then the permission set.
Last updated 4 months ago
