User Permissions Setup

Navigate to Setup by selecting the gear icon in the upper right-hand corner of the page and selecting “Setup”

Use the Quick Find bar to open Permission Sets

There are three permissions available:

1. SalesReady User: Must be given to anyone who will SalesReady for its core functionalities, including quoting, document generation, or esignature

2. SalesReady Approver: Allows the user to access line item comments

3. SalesReady Admin: Grants the ability to setup and manage the SalesReady application, which includes creating and editing document templates

   

Select the permission set you would like to assign by clicking on the Permission Set Label and then click “Manage Assignements”

Click “Add Assignment”

Use the checkbox to select the users you wish to assign the permission to and then click “Next”

You can set an expiration date if you would like using the fields at the top of the page or you can choose to have the permission to not expire. Click “Assign” to finish assigning the permission to the selected user(s)