Allocate PipeLaunch licenses and permission sets

Please note you need to be a Salesforce Admin in order to perform this task.

Add PipeLaunch Licenses to Users

1. Go to Setup

2. Look for installed packages

3. 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

1. Lastly, allocate the PipeLaunch permission set to all the licensed users by going to the “Permission Set” on the Setup

2. Under the Permission Sets click on PipeLaunch (Not PipeLaunch Admin)

3. Under the PipeLaunch Permission Set click on “Manage Assignment”, then click on “Add Assignment”

4. Select the users that will be using PipeLaunch (by ticking the box next to the name) and click the Assign Button

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