Allocate PipeLaunch licenses and permission sets
Please note you need to be a Salesforce Admin in order to perform this task.
Go to Setup
Look for installed packages
Click on Manage Licenses in the row for PipeLaunch and then on Add Users
Select the users that you would like to license and click on Add before leaving the screen.
Lastly, allocate the PipeLaunch permission set to all the licensed users by going to the “Permission Set” on the Setup
Under the Permission Sets click on PipeLaunch (Not PipeLaunch Admin)
Under the PipeLaunch Permission Set click on “Manage Assignment”, then click on “Add Assignment”
Select the users that will be using PipeLaunch (by ticking the box next to the name) and click the Assign Button
Learn more about the included permission sets here
Now you are all set and all the users with the PipeLaunch licenses and PipeLaunch permissions allocated are able to use PipeLaunch.
Add PipeLaunch Licenses to Users
Go to Setup
Look for installed packages
Click on Manage Licenses in the row for PipeLaunch and then on Add Users
Select the users that you would like to license and click on Add before leaving the screen.
Add PipeLaunch Permission sets to Users
Lastly, allocate the PipeLaunch permission set to all the licensed users by going to the “Permission Set” on the Setup
Under the Permission Sets click on PipeLaunch (Not PipeLaunch Admin)
Under the PipeLaunch Permission Set click on “Manage Assignment”, then click on “Add Assignment”
Select the users that will be using PipeLaunch (by ticking the box next to the name) and click the Assign Button
Learn more about the included permission sets here
Now you are all set and all the users with the PipeLaunch licenses and PipeLaunch permissions allocated are able to use PipeLaunch.
Updated on: 09/10/2024