Permission sets overview

Limio for SalesForce package includes four permission sets: "Assisted Sales - Admin", "Assisted Sales - Dev", "Assisted Sales - User" and "Manage configuration objects in LFS".

The "Assisted Sales - Dev" permission set is reserved for internal use only, so this article will walk you through the main characteristics and permissions of the rest three permission sets. 

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1. Assisted Sales - Admin permission set

The Assisted Sales - Admin permission set is designed for users with administrative responsibilities. It has the highest level of access which manifests in edit access to configuration records.

It allows access  to Limio Console Application which includes the following tools and tabs: 

Note: Limio Configs and Log Viewer Page tabs are for internal use only.

Also Assisted Sales - Admin permission set includes two custom permissions:

• Dismiss Blocked Product Rules:

it allows users to dismiss blocked product rule during the Acquisition flow, learn more in Flow Customisation: permission to dismiss a blocked product rule

• Manage Settings:

a legacy permission, not currently in use.

2. Assisted Sales - User

The Assisted Sales - User  permission set is designed to give users the ability to interact with Limio Flows and reading the app configuration, while not being able to update it. Users can access the Limio Console application.

Here is an example of a filtering rule view for a user with this permission set assigned, fields and Save buttons are read-only:

3. Manage configuration objects in LFS

Description:

The Limio - Manage configuration objects in LFS permission set is designed to grant users additional responsibility for managing filtering rules and offer catalog table columns in the LFS but without giving administrative permissions.

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In short, these permission sets are crucial for various individuals involved in using the Limio for SalesForce (LFS) managed package efficiently. This includes administrators who manage the sales process, developers who work on development projects, and users who actively participate in assisted sales. Each permission set is specifically designed for different roles. For instance, the Sales Administration - Administrator permission set is meant for client administrators, while the Sales Administration - Users permission set is for agents. It equips them with the necessary tools, permissions, and features to navigate the LFS ecosystem and accomplish their objectives.

Limio - Manage configuration objects in LFS permission was created to give users additional rights to manage filtering rules and offer catalog table columns.