Configure Permission Sets
Configure Permission Sets
Permission sets control user access to DRTE features. Proper configuration ensures security and appropriate access levels.
To assign permission sets:
- Navigate to Setup → Permission Sets
- For Administrators:
- Locate "Dynamic RichText Editor Admin User"
- Click Manage Assignments → Add Assignments
- Select all system administrators
- Click Assign
- For Standard Users:
- Clone the "Dynamic RichText Editor Standard User" permission set
- Remove administrative permissions not required for standard users
- Assign the cloned permission set to appropriate users
Important Note: The DRTE namespace is pscdnyrichtext. Use the prefix pscdynrichtext__ when configuring custom objects and fields.