Give Tab Access in Your Account

The Your Account app allows you to switch between your most frequent account management tasks by using a tabbed horizontal navigation menu. Tab settings determine the visibility of tabs in apps and navigation menus. If user profiles or permission sets don’t have tab visibility enabled, they can’t view the Your Account, Product Catalog, Your Contracts, and Your Invoices tabs. To make sure your team can use Your Account, give them permission to view tabs in their related user profile or permission set.

Required Editions

Available in: Lightning Experience

Available in: Starter, Pro Suite, Professional, Enterprise, Performance, and Unlimited Editions

User Permissions Needed
To give tab access in the Your Account app:	Manage Subscriptions in Your Account: Salesforce User permission set

Enable Tab Access Using Permission Sets

1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
2. Select a permission set you want to give tab access to.
3. In the Find Settings box, enter Your Account for the object name and select it from the list.
4. From the Tab Settings section, select Available and Visible.
5. Repeat steps 3 and 4 for the Product Catalog object.
6. Save your changes.

Note

You can also give tab access by creating a new permission set. See Create Permission Sets.

Enable Tab Access Using User Profiles

1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
2. On the Profiles page, click Edit next to the profile you want to give tab access to.
3. In the Tab Settings section, select Default On for Product Catalog and Your Account.
4. Save your changes.