Complaint Management and Incident Tracking Editions and Permissions
Review the supported products and editions for Complaint Management. Then learn about how
your product handles permissions and how to assign them.
Required Editions
Available in: Lightning Experience
Education Cloud: Enterprise, Performance, Unlimited, and
Developer Editions
Nonprofit Cloud: Enterprise, Unlimited, and Developer
Editions
Public Sector Solutions: Enterprise, Performance, Unlimited, and
Developer Editions
Required Permissions
We recommend that you use permission set groups and muting permission
sets to manage user access. To see what’s included in a permission set, click View
Summary on the permission set’s detail page in Setup. Review your cloud’s
documentation, too.
Permission Set Name
Notes
Complaints Management Access
OR
Education Cloud Full Access
Assign to all users.
Includes the complaint management user permission, permission set license, and
full access to all complaint objects and fields.
Industries Assessment
OR
Education Cloud Full Access
Assign to all users.
Provides access to the user permission Discovery Framework Platform User.
OmniStudio Admin
Assign to admin users who set up the complaint intake flows.
OmniStudio User
Assign to end users who run the complaint intake flows.
Interaction Summary
OR
Education Cloud Full Access
Assign to admins who set up complaint intake flows and to end users who run the
flows.
Customizing Permissions
If you customize this feature, such as adding fields, create a custom permission set. To
remove user permissions from the default permission set, create a muting permission set.
Then, use permission set groups to assign users the default permission set in addition to
your custom permission sets and muting permission set. This approach makes sure that users
always have the latest default permissions and is an alternative to cloning permission
sets.
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