Give Your Billing Users Free Access to the Your Account App
Use Identity licenses to give
your users access to the Your Account app if they don't need full access to Salesforce. The
editions that support the Your Account app include 100 free Identity licenses that can be
assigned as needed by the admin. Save your Salesforce licenses for the members of your
team who need them.
Required Editions
Available in: Salesforce Classic and Lightning Experience
Available in: Starter, Pro Suite, Professional,
Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To use the Your Account app:
Manage Billing or the Manage Subscriptions in Your Account: Identity User permission set
Note Admins and other Salesforce users with Manage Billing permission have access to the Your
Account app and don’t need the Manage Subscriptions in Your Account: Identity User
permission set or the Your Account App: Identity User permission set license.
To provide free access to the Your Account app, create users with Identity licenses.
From Setup, in the Quick Find box, enter Users, and then select
Users.
Click New User, and then enter user information.
For User License, select Identity.
Save the new user.
Assign the Manage Subscriptions in Your Account: Identity User permission set to the Identity license users who
need access to the Your Account app.
From Setup, in the Quick Find box, enter Users, and then select
Users.
Select the user, and then navigate to the Permission Set
Assignments section and click Edit Assignments.
Select the Manage Subscriptions in Your Account: Identity User
permission set and move it to Enabled Permission Sets. Then save the change.
Assign the Your Account App: Identity User permission set license to the
Identity license users who need access to the Your Account app.
From Setup, in the Quick Find box, enter Users,
and then select Users.
Select the user, and then navigate to the Permission Set
License Assignments section and click Edit
Assignments.
Navigate to the Your Account App: Identity User
permission set license and check the box under
Enabled. Then save the change.
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