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Set Up and Maintain Retail Execution
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            Assign Permission Sets

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            Assign Permission Sets

            Assign the Retail Execution, Action Plan, and Industries Visit permission sets to your users to provide access to visits, tasks, and more.

            Required Editions

            Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

            Before assigning the permission set to your users, make sure that Retail Execution is enabled in your org.

            1. From Setup, in the Quick Find box, enter Permission Sets, and select Permission Sets.
            2. On the Permission Sets page, click one of the Retail Execution permission sets.
              Note
              Note Retail Execution permission set names start with Lightning. For example, you can see Lightning Retail Execution Contractor, Lightning Retail Execution Merchandiser, Lightning Retail Execution Plus, Lightning Retail Execution Starter permission sets.
            3. Click Manage Assignments, and then click Add Assignments.
            4. Select the users that you want to assign the permission set to, and then click Assign.
            5. Similarly, assign the ActionPlans, Industries Visit, and the other Retail Execution permission sets to your users.
             
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