Permission Sets Overview
Limio for Salesforce package includes four permission sets: "Assisted Sales - Admin", "Assisted Sales - Dev", "Assisted Sales - User" and "Manage configuration objects in LFS".
The "Assisted Sales - Dev" and "Manage configuration objects in LFS" permission sets are reserved for internal use only, so this article will walk you through the main characteristics and permissions of "Assisted Sales - Admin" and "Assisted Sales - User".
1. Assisted Sales - Admin permission set
The Assisted Sales - Admin permission set is designed for users with administrative responsibilities. It has the highest level of access which manifests in edit access to configuration records.
It allows access to Limio Console Application which includes the following tools and tabs:
Note: Limio Configs and Log Viewer Page tabs are for internal use only.
Also Assisted Sales - Admin permission set includes two custom permissions:
Dismiss Blocked Product Rules:
it allows users to dismiss blocked product rule during the Acquisition flow, learn more in
Manage Settings:
a legacy permission, not currently in use.
2. Assisted Sales - User
The Assisted Sales - User permission set is designed to give users the ability to interact with Limio Flows and reading the app configuration, while not being able to update it. Users can access the Limio Console application.
Here is an example of a filtering rule view for a user with this permission set assigned, fields and Save buttons are read-only:
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