Configure Permission Sets
Published on February 6, 2026 DRTE
Configure Permission Sets for DRTE
Permission sets control which users can access Dynamic RichText Editor (DRTE) features. Configuring them correctly keeps your org secure and gives every user the right level of access.
| What you will do: Assign the Dynamic RichText Editor Admin User permission set to administrators, and create and assign a cloned Dynamic RichText Editor Standard User permission set for everyone else. |
Step 1: Open Permission Sets
Navigate to Setup → Permission Sets.
The Permission Sets page in Salesforce Setup.
Step 2: Assign Permissions to Administrators
- Locate "Dynamic RichText Editor Admin User".
- Click Manage Assignments → Add Assignments.
- Select all system administrators.
- Click Assign.
Step 3: Assign Permissions to Standard Users
- Clone the "Dynamic RichText Editor Standard User" permission set.
- Remove administrative permissions that standard users do not need.
- Assign the cloned permission set to the appropriate users.
| Important Note: The DRTE namespace is pscdynrichtext. Use the prefix pscdynrichtext__ when configuring custom objects and fields. |
Quick Reference
| User Type | Permission Set | Action |
|---|---|---|
| Administrators | Dynamic RichText Editor Admin User | Assign directly |
| Standard Users | Dynamic RichText Editor Standard User | Clone, trim admin permissions, then assign |
Knowledge Article Number: KA-00081