Permission Sets Overview

The Limio for Salesforce package offers four permission sets:

1. Assisted Sales - Admin

2. Assisted Sales - User

3. Assisted Sales - Dev (internal use only)

4. Manage Configuration Objects in LFS (internal use only)

This article focuses on the main features and permissions of the Assisted Sales - Admin and Assisted Sales - User permission sets.

1. Assisted Sales - Admin permission set

The Assisted Sales - Admin permission set is designed for users with administrative responsibilities, such as Sales Ops, Revenue Ops or Salesforce Administrators. 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.

The Assisted Sales - Admin permission set includes a custom permission. It enables users to override blocked product rules during the Acquisition flow. For more information, visit Permission to Dismiss a Blocked Product Rule.

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: