Permission Set Assignments

Overview

Permission Sets control access to IndustryComplete features. Three Permission Sets need to be configured: two packaged ones for standard and admin users, and a custom one for External Client App access.

To streamline the setup, we'll start by creating the custom Permission Set for External Client App access.

About Permission Sets

Three Permission Sets are needed:

Permission Set	Assign To	Purpose
IndustryComplete External Client App Access	All users	Enables External Client App access
IndustryComplete Standard User	All users	Provides standard feature access
IndustryComplete Admin User	Admin users only	Grants administration and configuration rights

Note: The admin Permission Set should only be assigned to users who need to manage IndustryComplete configuration, such as installing industry codes.

Step 1: Create a Custom Permission Set

A custom Permission Set is required for External Client App access.

1. Navigate to Setup > Permission Sets.
2. Click New.

3. Enter the following details:

   Field	Value
   Label	IndustryComplete External Client App Access
   API Name	IndustryCompleteExternalClientAppAccess
   Description	Grants access to the IndustryComplete External Client App

4. Click Save.

Step 2: Assign Permission Sets to Users

1. Navigate to Setup > Permission Sets.
2. For each Permission Set (the three listed above):
   • Click the Permission Set name.
   • Click Manage Assignments.
   • Click Add Assignments.
   • Select the users who need this permission.
   • Click Assign.

Assignment Guide

• IndustryComplete External Client App Access → Assign to all users.
• IndustryComplete Standard User → Assign to all users.
• IndustryComplete Admin User → Assign to admin users only (typically just yourself initially).