WorkGrid Analytics Permission Sets

The following permission sets are required for WorkGrid Analytics users.

Required Permission Sets for WorkGrid Analytics
User Permission Sets Description
Administrator CRM Analytics Platform Admin

Provides all permissions required to manage the Analytics platform, including the permissions creating Analytics apps from templates.

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.

WorkGrid Analytics App Template Required to run the configuration wizard to create your WorkGrid Analytics app.
View User CRM Analytics Platform User

Enables all permissions required to use the Analytics platform and Analytics template apps and apps.

Note:

This is a standard Salesforce permission set that automatically provides access to the Analytics Platform permission set license.