Omnistudio Permission Sets

Grant permissions to administrators to create and manage Omnistudio objects, such as Flexcards, Omniscripts, Integration Procedures, and Omnistudio Data Mappers. Grant consumers permission to view only Omniscript objects.

The Omnistudio managed package includes permission sets, a collection of settings and permissions that give users access to tools and functions in the package. These permission sets must be assigned to users to grant the necessary base-level access to create, read, edit, and delete records for each Omnistudio object.

For information on permission sets, see Permission Sets.

Important The Omnistudio Admin permission set license has been renamed Omnistudio now includes two available permission sets, Omnistudio Admin and Omnistudio User.

To assign the permission sets, see Setup Omnistudio Standard User Permission Sets.

To grant users Read access to Omnistudio objects through an Experience Builder site or off-platform, see Setup Omnistudio Standard Permission Sets for Experience Site Users.

Omnistudio Permission Sets

Permission Set	Description	Object Permissions
Omnistudio Admin	Grants admins and designers full Create, Read, Update, and Delete (CRUD) access for Omnistudio objects.	Create, Read, Update, Delete. Flexcards (Omni UI Card), Omniscripts (Omni Process), Data Mappers (Omni Data Transformation), Integration Procedures (Omni Process), and OmniGlobalAutoNumber
Omnistudio User	Grants consumers Read access for Omnistudio objects, and Create access for Omniscript Saved Sessions. Note In Spring '22 and Summer ‘22, this permission set may not be present by default. See Create an Omnistudio Permission Set Group for Standard Read-Only Users.	Read Flexcards (Omni UI Card), Omniscripts (Omni Process), Data Mappers (Omni Data Transformation), Integration Procedures (Omni Process), and OmniInteractionAccessConfiguration Read and Update OmniGlobalAutoNumber Create, Read, Update, Delete Omniscript Saved Session Note Guest users and Experience Cloud users can't use Omniscript Saved Sessions because security policies prevent them from retaining ownership of records they create.

• Setup Omnistudio User Permission Sets
  Configure users who must have access to Omnistudio business processes without the specific admin privileges associated with the Omnistudio license. Salesforce recommends using permission sets, together with Roles and Sharing Rules, to manage the access levels of different users.
• Setup Omnistudio Permission Sets for Experience Cloud Site Users
  Grant Experience Cloud site (Community) users the license and permissions they need to access Omnistudio content. Salesforce recommends using permission sets, together with Roles and Sharing Rules, to manage the access levels of different users.
• Setup Omnistudio Standard User Permission Sets
  Configure users who must have access to Omnistudio business processes without the specific admin privileges associated with the Omnistudio license. Salesforce recommends using permission sets, together with Roles and Sharing Rules, to manage the access levels of different users.
• Setup Omnistudio Standard Permission Sets for Experience Site Users
  Grant Experience Cloud site (Community) users the license and permissions they need to access Omnistudio content. Salesforce recommends using permission sets, together with Roles and Sharing Rules, to manage the access levels of different users.
• Grant Digital Experience Guest Users Omnistudio Access
  Give guest users access to the Omnistudio standard objects when they're not logged in to an Experience site. Create a custom permission set that restricts access to read-only, assign the permission set to the guest user, and create sharing rules that make the information available to anonymous users.
• Create a Permission Set for the Enhanced Runtime Performance Omnistudio Setting
  If you've enabled Enhanced Runtime Performance in Omnistudio settings, create a permission set to let standard users access Omnistudio components based on their permissions.