Assign Permissions

Question 1

Quick vs. Custom

Answer 1

QUICK

• Lets you assign a default permission set to users
• Works most of the time
• There are 2 default permission sets: Tableau CRM Platform User and Tableau CRM Platform Admin

CUSTOM

• Gives you fine-grained control over the permissions you assign
• Assign Tableau CRM permission set licenses to users
• Create a permission set that contains all the permissions your user needs
• Assign the permission set to the user

Question 2

Permission Set Licenses (PSL)

Answer 2

• This is the first thing you assign to users
• It enables a set of user permissions in your org
• Users can be assigned any number of Permission Set Licenses but Tableau CRM users need at least one PSL
• The PSL determines which permissions you can assign to a user
• You can only assign permissions that are included in that user’s PSL
• A PSL is like a passport, it grants you the right to travel

Question 3

Permission Sets

Answer 3

• This is the 2nd step in assigning permission
• Select the permissions you want to assign from the specific permissions enabled by the PSL, and add them to the permission set
• A permission set is like a visa, with each visa letting you do certain things
• Users need both the passport (PSL) and visa (permission set) to travel
• Go to Setup, click Permission Sets, click New
• Enter a name, select the PSL, and click Save
• Click System Permissions, add the ones you want, assign the set to users
• The 2 basic permission sets are: Tableau CRM Platform User and Tableau CRM Platform Admin

Question 4

Permissions vs. Access

Answer 4

• Permissions* are what you can do

* Access* is what you can see