Configure Access to the Console App

Provide access to the console app for a permission set.

1. From Setup, in the Quick Find box, search for and select Permission Sets.
2. To create a permission set, click New. To add permissions to an existing set, select it.
3. If you’re creating a permission set:
   1. Enter a unique label. We recommend OM Console.
   2. Deselect Session Activation Required.
   3. For License, select None.
   4. Click Save.
4. In the Apps section, click Assigned Apps.
5. Click Edit.
6. For Available Apps, select Order Management (standard__OMConsole), and then click Add.
7. Click Save.
8. Configure the permission set to access Account records.
   1. Click Permission Set Overview.
   2. In the Apps section, click Object Settings.
   3. Select Accounts.
   4. Click Edit.
   5. If you’re using person accounts to represent shoppers, in the Account: Record Type Assignments section, select Assigned Record Types all the record types.
   6. If your org restricts sharing for Account records, in the Object Permissions section, enable View All Records.
      To check whether sharing is restricted for account records, from Setup, in the Quick Find box, enter Sharing Settings, and then select Sharing Settings.
   7. Save the changes.
9. Repeat the process for each permission set that you want to provide console app access to.