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  • Granting Access

    Hi,
    I'm granting you access to help me give permission to a user to use C&P. I want them to be able to run transactions, but not be able to mess the settings up.

    I granted C&P access in Salesforce.
    Lev Aharon
    00DA0000000A1DD

    Profile I'm talking about: Standard User

    Thanks!

  • #2
    Good day!

    We have permission sets that allow you to do exactly as you want. Please see:

    Click image for larger version

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    We assigned the permission set to the users in that profile so they should be fine now.

    If you wish to assign it to other users the following KB article may help: https://help.salesforce.com/HTViewHe...language=en_US

    Please let us know if we can be of any further assistance.
    Regards,
    Click & Pledge Support Department

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support- read more: https://support.clickandpledge.com/s/article/general-information-live-support/

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