Permission Sets

Documentation Index

Fetch the complete documentation index at: https://coconut-grid.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

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Bulit-in Permission Sets

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Assign via Permission Sets

1. In Salesforce, go to Setup → Permission Sets.
2. Search for and open Coconut Grid User or Coconut Grid Administrator.
3. Click Manage Assignments → Add Assignments.
4. Select the users.
5. Click Assign → Done.

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Assign from a User record

1. Open Setup → Users → select a user.
2. In the Permission Set Assignments related list, click Edit Assignments.
3. Move Coconut Grid User or Coconut Grid Administrator to Enabled Permission Sets.
4. Click Save.