# Assign Licenses and Permissions

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.

{% hint style="info" %}
In Sandbox orgs, Salesforce creates an unlimited org-wide package license automatically.

You do not need to assign package licenses manually.
{% endhint %}

### Choose the right permission set

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

### Production and Developer orgs

In Production and Developer orgs, complete these steps in order.

{% stepper %}
{% step %}

### Step 1: Assign the managed package license

1. Open **Setup**.
2. Enter **Installed Packages** in Quick Find.
3. Select **Installed Packages**.
4. Find **Flexi Kanban**.
5. Click **Manage Licenses**.
6. Click **Add Users**.
7. Select the users who need access.
8. Save your changes.\
   \
   ![](https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2Fw1Md9qTe7XmUTEjX2UEU%2Fimage.png?alt=media\&token=9f3f3189-0f5f-44c0-83ca-e8eb6cc4eba8)

If all licenses are already assigned, remove unused licenses or contact <sales@flexikanban.com> for more seats.
{% endstep %}

{% step %}

### Step 2: Assign a permission set

1. Open **Setup**.
2. Enter **Users** in Quick Find.
3. Select **Users**.
4. Open the user record.
5. In **Permission Set Assignments**, click **Edit Assignments**.
6. Add one of these permission sets:
   * **Flexi Kanban Admin**
   * **Flexi Kanban User**
   * **Flexi Kanban Viewer**
7. Save your changes.\
   \
   ![](https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FhYIqMfJxq2K5UE54Ymx9%2Fimage.png?alt=media\&token=cd400695-945a-4d35-8b2e-2bd2adfdb71f)

Do this only after the package license is assigned.
{% endstep %}
{% endstepper %}

### Sandbox orgs

In Sandbox orgs, assign only the permission set.

1. Open **Setup**.
2. Enter **Users** in Quick Find.
3. Select **Users**.
4. Open the user record.
5. In **Permission Set Assignments**, click **Edit Assignments**.
6. Add one of these permission sets:
   * **Flexi Kanban Admin**
   * **Flexi Kanban User**
   * **Flexi Kanban Viewer**
7. Save your changes.\
   \
   ![](https://3097383375-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FK2dgObBO5ydOH2ZXDJLa%2Fuploads%2FnswfuPUxDRHlX0c1ahns%2Fimage.png?alt=media\&token=09c31287-c314-43ac-b75b-10153572e50c)

No manual package license assignment is required in Sandbox.

### Quick summary

* **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.