πŸͺͺAssign Permission Sets

Note: The Flexi Kanban users must have one of the following Permission Sets assigned to them:

  • Flexi Kanban Admin (view/edit access to all Flexi Kanban boards)

  • Flexi Kanban User (view/edit access to owned or shared Flexi Kanban boards)

  • Flexi Kanban Viewer (view access to share Flexi Kanban boards)

REQUIRED EDITIONS

Available in: all editions

USER PERMISSIONS NEEDED

To assign permission set:

Modify All Data and Privacy Center

  1. From Setup, in the Quick Find box, enter Users, and then select Users.

  2. Click the user who you want to assign the permission set license to.

  3. In the Permission Set Assignments related list, select Edit Assignments, then add only one of the following Permission Sets according to your needs:

    1. Flexi Kanban Admin

    2. Flexi Kanban User

    3. Flexi Kanban Viewer

  4. Save your changes

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