Assign Permission Set

How to Assign Permission Sets in Agile Manager

To grant administrative access to users in Agile Manager, you need to assign the Agile Manager Admin Permission Set. Follow the steps below in your Salesforce organization:

Step-by-Step Instructions

1. Navigate to Setup:
2. Click the gear icon (Setup) in the top right corner of Salesforce.
3. Search for Permission Sets:
4. In the Quick Find box on the left-hand menu, type Permission Sets and select it.
5. Select the Admin Permission Set:
6. Find and click on the Agile Manager Admin permission set from the list.
7. Assign to Users:
8. Click the Manage Assignments button.
9. Click Add Assignment.
10. Select the checkboxes next to the users you want to grant admin access to.
11. Click Assign to save your changes.