Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

Assign Permission Set to Existing Users

After admins install the Loyalty Management Receipt Scanner Kit unlocked package in their org, new users are automatically assigned the Receipt Scanning permission set. The Receipt Scanning permission set provides users access to manage the capabilities of the Loyalty Management Receipt Scanner Kit unlocked package. Assign existing users who need the permissions to manage and work with the capabilities of the package the Receipt Scanning permission set.
Available in: all editions that have Loyalty Management and Receipt Scanning enabled

User Permissions Needed
To assign a permission set: Assign Permission Sets
To assign a permission set license: Manage Users
  1. From Setup, in the Quick Find box, enter Permission Sets, and then select Permission Sets.
  2. Click Receipt Scanning | Manage Assignments | Add Assignment.
  3. Select the existing users must manage and work with the receipt scanning capabilities.
  4. Click Next | Assign.