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Permission Sets and Permissions for Einstein Discovery
To provide user access to Einstein Discovery functionality, the CRM Analytics Plus license and Einstein Predictions license provide standard permission sets and permissions that you can assign to user accounts.
Identical Permission Sets for Both Licenses
Both the CRM Analytics Plus license and Einstein Predictions license provide two identical permission sets.
| Permission Set | Provides |
|---|---|
| CRM Analytics Plus User | Restricted access to use a model, including getting predictions and improvements derived from a model |
| CRM Analytics Plus Admin | Admin-level access to all Einstein Discovery features, including the ability to create and deploy models |
These permission sets are automatically created when the CRM Analytics Plus or Einstein Predictions license is provisioned in your org. To learn more, see License and Permission Requirements for Einstein Discovery.
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CRM Analytics Plus User Permission Set
The CRM Analytics Plus User permission set provides single-user access to read-only features enabled by the CRM Analytics Plus or Einstein Predictions license.
| User Permission | What It Enables |
|---|---|
| Use Einstein Discovery | Use Einstein Discovery and view the models that you have permission to view. |
| View Einstein Discovery Recommendations | View Einstein Discovery predictions, improvements, and related details that are derived from a deployed model. To learn more, see Predict & Improve Outcomes. |
CRM Analytics Plus Admin Permission Set
The CRM Analytics Plus Admin permission set provides admin-level access to all features enabled by the CRM Analytics Plus or Einstein Predictions license.
| User Permission | What It Enables | To Learn More |
|---|---|---|
| Can Deploy and Manage Einstein Discovery predictions | Deploy and manage Einstein Discovery prediction definitions and models. | Deploy Models and Manage Prediction Definitions and Models |
| Can Run Einstein Discovery for Reports | Run Einstein Discovery analysis on reports. | Analyze Reports with Einstein Discovery for Reports |
| Create and Update Einstein Discovery Models | Create models to discover relationships between a business relevant metric and the explanatory variables that are potential influencers of that metric. | Create and Manage Stories |
| (Deprecated) Ignore predicate when creating model from dataset | (Deprecated) Previously required to create an Einstein Discovery model from a dataset with a predicate. | |
| Manage Einstein Discovery | Access all Einstein Discovery features and see all datasets and models created by users. | Create and Manage Stories, Deploy Models and Manage Prediction Definitions and Models |
| Use Einstein Discovery | Use Einstein Discovery and view the datasets and models that you have permission to view. | Open a Story and Navigate a Story |
| View Einstein Discovery Recommendations | View Einstein Discovery predictions and improvements that are derived from a model. | Predict & Improve Outcomes |
Custom Permission Sets for Einstein Discovery Users
In addition to the standard permission sets provided with your CRM Analytics Plus or Einstein Predictions license, you have the option to create custom permission sets that give users access to specific combinations of analytics functionality, including Einstein Discovery features. If you create a custom permission set:
- For Licenses, select CRM Analytics Plus.
- For System Permissions, select the Einstein Discovery permissions you want to grant in this permission set.
