Assign Permission Sets to your Profile

Data Masker includes a single Permission Set “DM System Admin”  that can be assigned to the appropriate user, thus allowing them to configure the product.

Step 1: Go to “Setup”, and enter “Permission Sets” in the Quick Find box. Click on Permission Sets as shown below screenshot.

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Click on the Permission set ‘DM System Admin’

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Click on the Manage Assignment button to assign this permission set to the appropriate user

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Click on the Add Assignments button

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Select the user from the user list.

[Note:  Permission set can be assigned to multiple users so we can add more than one user by selecting the checkboxes.]

Click on the “Assign” button.

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Click on the Done button

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Here ‘DM System Admin’ permission set has been assigned to the user successfully.

Step 2: There are three more permissions that need to be assigned to the user. The permissions are,

1. Bulk API Hard Delete
2. Query all Files
3. View & Edit Converted Leads

So, there are three options by which user can assign these permissions.User can choose either any one of the below,

Option 1: Add permissions to the existing permission set.

Option 2: Add permissions to the user’s profile.

Option 3: Create a new custom permission set and assign these permissions.

User can follow the below steps to add these three permissions,

Option 1: Add permissions to the existing permission set.

Step 1: Goto Permission Set and click on the link “App Permissions”.

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Step 2: Click on the Edit button to make changes.

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Step 3: Find “Query All Files” and enable the checkbox next to “Query All Files”.

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Step 4 : On the same page find “View and Edit Converted Leads” and enable the checkbox next to “View and Edit Converted Leads”.

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Click on the “Save” button.

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Step 5: Scroll down to System Permissions and click on the link to enable “Bulk API Hard Delete”.

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Step 6: Click on the Edit button to make changes.

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Step 7: Find “Bulk API Hard Delete” and enable the checkbox next to “Bulk API Hard Delete”.

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Click on the “Save” button.

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Step 8: Now user can assign this permission set to the appropriate user if it is not assigned already.

Click on the “Manage Assignment” button.

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Step 9: Click on the “Add Assignment” button and the user will see a list of all users.

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Step 10: Select the user from the user list.

[Note:  Permission set can be assigned to multiple users so we can add more than one user by selecting the checkboxes.]

Click on the “Assign” button.

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Step 11: Click on the “Done” button and now the selected user has been added to the assignment.

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Option 2: Add permissions to the System Administrator cloned or System Administrator equivalent profile.

Step 1: Go to the Profile (We have taken a ‘Data Masker User’ profile for demo purpose here)

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Step 2: Click on the Edit button to make changes.

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Step 3:Scroll down to the section ‘Administrative Permissions’

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Step 4:User will find ‘Bulk Api Hard Delete’ permission, Enable the checkbox next to it

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Step 5:In the same section, user will find ‘Query All Files’ permission, enable the checkbox next to it

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Step 6:Again in the current section that is ‘Administrative Permissions’ user will find ‘View and Edit Converted Leads’ permission

 Enable the checkbox next to it

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Step 7:Now click on the Save button

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So we have given all three permissions here in the profile. Now user can assign this profile if not assigned already.

Option 3: Create a new custom permission set and assign these permissions.

Step 1: Goto Permission Set and click on the New button

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Step 2:Enter Name for the Permission Set

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Step 3:Click on the Save button

After Clicking on the Save button the newly created permission set will open

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Step 4:Now to assign these permissions, user can click on the link “App Permissions”

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Step 5: Click on the Edit button to make changes.

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Step 6: Find “Query All Files” and enable the checkbox next to “Query All Files”.

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Step 7 :On the same page find “View and Edit Converted Leads” and enable the checkbox next to “View and Edit Converted Leads”

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Step 8:Click on the “Save” button.

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Step 9: Scroll down to System Permissions and click on the link to enable “Bulk API Hard Delete”.

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Step 10: Click on the Edit button to make changes.

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Step 11: Find “Bulk API Hard Delete” and enable the checkbox next to “Bulk API Hard Delete”.

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Step 12:Click on the “Save” button.

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  Now user can assign this permission set to the appropriate user if it is not assigned already as explained above in Option 1.