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Assign Access to the Checkout Management App

Use permission sets to give team members the right level of access to the Checkout Management App (CMA). You can assign the CMA Standard User permission set or CMA Admin User permission set, depending on the features team members must access.

User Permissions Needed
To assign a permissions set: Assign Permission Sets

Standard users have read-only access to the dashboard and object records and can’t view or update notification settings. System Admins or users with the CMA Admin User permission set have full access to the dashboard, notifications, and objects, including the ability to edit objects. Assign the CMA Admin User permission set only to users who administer or manage the CMA.

  1. Log in to the org where the CMA is installed.
  2. From Setup, enter Users in the Quick Find box, and then click Users.
  3. Select a user.
  4. In the Permission Set Assignments related list, click Edit Assignments.
  5. Select the CMA Standard User or CMA Admin User permission set, and then click Add.
  6. Click Save.