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Assign Permission Set Licenses to Automotive Cloud Users
Assign permission sets to manage users’ access to objects, fields, and the apps. With permission set licenses, you can give users access to features beyond those included in their basic user licenses. Permission sets only grant access, they can’t take it away. You can assign multiple permission sets to a user.
Required Editions
| Available in: Enterprise, Unlimited, and Developer Editions. |
| User Permissions Needed | |
|---|---|
| To assign permission sets to users: | Manage Users |
- Review the Permission Set Licenses for Automotive Cloud topic to understand what each permission set license offers.
-
To see what permission set licenses are available, go to Company Settings in Setup and
click Company Information.
Note The permission sets available to you depend in part on which features are included in your Salesforce contract. -
To assign the required permission set licenses to all your Automotive Cloud users, follow
these steps.
- From Setup, enter Users in the Quick Find box, then select Users.
- Click the name of the user to whom you want to assign the permission set license.
- In the Permission Set License Assignments related list, click Edit Assignments.
-
Select Enabled for these permission set licenses if you want the
user to manage the vehicle lifecycle and its related components:
- Automotive Foundation User
- ARC Access
- Business Milestones and Life Events Access
- Group Membership
- Omnistudio
- Action Plans
-
Select Enabled for these permission set licenses if you want the
user to manage the sales lifecycle and lead qualification process:
- Automotive Foundation User
- Partner Lead Management
-
Select Enabled for these permission set licenses if you want the
user to manage connected services for vehicles:
- Automotive Foundation User
- Vehicle Connected Services
- Actionable Event Orchestration Designer
- Actionable Event Orchestration Runtime
- Service Process Studio
- Context Service Runtime
- Context Service Admin
- MuleSoft Anypoint Platform
- Omnistudio
- Omnistudio User
- Business Rules Engine Designer
- Business Rules Engine Runtime
-
Select Enabled for these permission set licenses if you want the
user to manage captive finance information and use the Finance Console for Automotive
app:
- Automotive Foundation User
- Vehicle and Asset Finance
- Industry Service Excellence
-
Select Enabled for these permission set licenses if you want the
user to access the service console and manage service processes:
- Automotive Foundation User
- Industry Service Excellence
- Omnistudio
- Service Lightning Knowledge Manager
-
Select Enabled for these permission set licenses if you want the
user to use visit management capabilities:
- Automotive Foundation User
- Partner Visit Management
- Action Plans
- Industries Visit
-
Select Enabled for these permission set licenses if you want an
internal user to schedule appointments for test drives and vehicle services:
- Automotive Foundation User
- Automotive Scheduler
- OmniStudio User
-
Select Enabled for these permission set licenses if you want an
internal user to be assigned as a service resource in test drives and vehicle service
appointments:
- Automotive Foundation User
- Salesforce Scheduler
-
Select Enabled for these permission set licenses if you want to
configure vehicle inventory search and manage the Data Processing Engine definition for
Criteria-Based Search and Filter:
- Automotive Foundation User
- Criteria-Based Search and Filter
- Data Pipelines Add On User Settings
- Data Pipelines Base User
-
Select Enabled for these permission set licenses if you want your
users such as inventory managers and sales managers to use the vehicle inventory search
capabilities:
- Automotive Foundation User
- Criteria-Based Search and Filter
-
Select Enabled for these permission set licenses if you want your
users to define warranty eligibility standards, supplier recovery terms and adjudicate warranty
as well as supplier recovery claims:
- Automotive Foundation User
- Warranty Lifecycle Management Psl
- Claims Management Foundation
- Rules Engine Designer
- Rules Engine Runtime
- Context Service Admin
- Context Service Runtime
-
Select Enabled for these permission set licenses if you want your
users to create fleets and associated records:
- Automotive Foundation User
- Fleet Management
-
Select Enabled for these permission set licenses if you want an
external user to use Automotive Cloud features:
- Automotive Foundation for Experience Cloud
- Automotive Scheduler for Experience Cloud
- Business Milestones and Life Events Access
- OmniStudio Runtime for Communities
- Partner Performance Management for Experience Cloud
- Partner Lead Management for Experience Cloud
- Partner Visit Management for Experience Cloud
- Warranty Management For Experience Cloud
- Warranty Supplier Recovery for Experience Cloud
- Criteria Based Search and Filter for Experience Cloud
- Group Membership
- Vehicle and Asset Lending for Partners
- Vehicle and Asset Lending for Customers
- Vehicle and Asset Finance Foundation for Experience Cloud
- Fleet Management for Experience Cloud
- ARC Access
- Action Plans
- Assign other permission sets as needed.
- Click Save.
-
Assign permission sets to users based on the features they work with.
- From Setup, search for and then select Permission Sets.
- Select the permission set that you want to assign to Users.
- Click Manage Assignments.
- Click Add Assignments.
- Select the checkboxes next to the user records, and click Assign.
- Click Done.
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