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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.
To assign the permission sets, see Set Up Permissions for an Omnistudio Standard User.
To grant users Read access to Omnistudio objects through an Experience Builder site or off-platform, see Set Up Permissions for an Omnistudio Experience Cloud Site User.
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 a Profile for an Omnistudio Standard User. |
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 |
Omnistudio Content Access
| Omnistudio content access | License and permission set required |
|---|---|
| Create and manage Omnistudio content | Omnistudio PSL and Omnistudio Admin permission set |
| View Omnistudio content in Lightning Experience | Omnistudio PSL and Omnistudio User permission set |
| View Omnistudio content in Experience Builder Aura sites as an authenticated user | Omnistudio Runtime for Communities PSL and custom permission set for authenticated user |
| View Omnistudio content in Experience Builder Aura sites as an unauthenticated/guest user | Omnistudio PSL and custom permission set for guest user |
- Set Up Permissions for an Omnistudio Standard User
A standard user must be able to view and design Omniscript components. To provide access to a standard user, you use profiles and permission sets. - Set Up Permissions for an Omnistudio Guest User
Provide guest users with access to public-facing Omnistudio components while retaining object- and field-level security. - Set Up Permissions for an Omnistudio Experience Cloud Site User
Provide users with access to public-facing Omnistudio components while retaining object- and field-level security. - Set Up Permissions for an Omnistudio Partner Experience Cloud Site User
Establish a fully functional Partner Experience Cloud site setup with Omnistudio components, ensuring consistent configuration, role assignment, and testing readiness across all environments. - Set Up Permissions for an Omnistudio Agent User
Provide users with access to Agentforce features for Omnistudio. - 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.
