Manage Permission Sets
What are Permission Sets?
Permission Sets are useful to understand the structure of our solution. They define functional access for users to different features such as emailing, and the creation of contacts, accounts...
Only Admins can manage and edit users' Permission Sets.
How to Manage and Edit the Permission Sets?
- To
manage, edit or view permission sets, click on the 'Parameters'
- Once clicked on the parameter’s logo, click on 'Setup' on the top right corner of the screen
- Then you will be redirected to this page
- On the left side, look at the 'Administration' section and click on 'User'
- From here, you can manage your permission sets, by giving users access to different features
- For instance, by clicking on Lobby Mews Admin, you will see the users who have permission to access it (a) and if their access is active or not, and (b) their profile types
- To manage Permissions Sets, you can also click on 'Users' on the left panel
A list of all users appears here
By clicking on one user you will see all their Permission Sets
On the user's screen, scroll down to see all their permission sets
To manage the Permission Sets, simply click on the respective one
You may find this video helpful...
Related Articles
Assigning Permission Sets to Users
Assigning Permission Sets When you are creating new users, you will be assigning Permission Sets to grant access to objects outside of profiles. The recommended practice is to assign ‘User’ Permission sets to Users with ‘TH User’ profile and ‘Admin’ ...Permissions & Security
Introduction Very good article on permissions from salesforceBen Salesforce permissions include : Object and record permissions (object level security AND record-level security -sharing-) Field permissions (field level security) Application ...How to Create & Manage Taxes
A tax is a fee collected by the government on a service or product. In Thynk this can be either a percentage or a flat amount. Across the tax jurisdictions for each property in an org, admins should gather a set of all applicable taxes. Read more ...Quote stage change - There's a problem saving this record. You might not have permission to edit it, or it might have been deleted or archived. Contact your administrator for help.
Error when changing Quote stage: You encountered some errors when trying to save this record There's a problem saving this record. You might not have permission to edit it, or it might have been deleted or archived. Contact your administrator for ...How to Create & Manage Revenue Categories
A Revenue Category describes a source of an organization's revenue. Revenue Categories can be defined at the corporate level (org) and at the property level. The revenue management team defines these during onboarding with Thynk and ensures that ...