Permission Sets

Coconut Grid includes two built-in permission sets. Assign one to each user based on their role.

Built-in Permission Sets

Permission Set	Description
Coconut Grid User	Grants access to core features, including folders, items, tabs, and data grid functionality
Coconut Grid Administrator	Grants full access to all features, including administrative capabilities and the Coconut Grid Settings tab

Open Permission Sets

Go to Setup → Permission Sets.

Open a permission set

Search for and open Coconut Grid User or Coconut Grid Administrator.

Add assignments

Click Manage Assignments → Add Assignments.

Select users

Select the users you want to assign, then click Assign.

Open the user

Go to Setup → Users, then select a user.

Edit assignments

In the Permission Set Assignments section, click Edit Assignments.

Assign permission set

Move Coconut Grid User or Coconut Grid Administrator to Enabled Permission Sets, then click Save.