Note: You must follow BOTH steps and be a System Administrator to do this

Step 1: Licenses

• Navigate to Setup > Build > Installed Packages
• Click Manage Licenses next to the L11-Scorecard package name
• Click Add Users
• Select the Users with the checkboxes on the left
• Click Add at the bottom of the page

Step 2: Permission Sets

• Navigate to Setup > Administer > Manage Users > Permission Sets
• Locate the Permission Set name you’d like to add users to
• Click the Manage Assignments button at the top
• Click Add Assignments
• Check the boxes next to the names of users to add to the permission set
• Click Assign and then Done

 

What level of access does each Permission Set give?

• Scorecard Admin = Any user who needs permission to administer Scorecard to your organization. There should always be at least one Salesforce System Administrator in this list.
• Scorecard Manager = A head of a team of Scorecard Users, or any Managers, Directors, or Executives in your organization that will want to view Scorecard data for teams or groups of employees.
• Scorecard User = A Scorecard end user; i.e. an Account Executive or Sales Rep at your organization.

When you are ready, you may create a Profile in Scorecard Builder and add Users/Managers.

How to Add a User to a Profile