Mashmatrix Sheet
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  • Mashmatrix Sheet User Guide
  • Introduction
  • Application Overview
  • Basic Usage
  • Functions about Books / Sheets
    • Create a New Book
    • Change Book Setting
    • Duplicate Book
    • Delete Book
    • Open Book in New Tab
    • Change Book Sharing Folder
    • Split Book Screen
    • Create a New Sheet
    • Change Tab Display Order of Sheets
    • Change Sheet Setting
      • Sheet Setting - Basic
      • Sheet Setting - Options
      • Sheet Setting - Filter
      • Sheet Setting - Actions
    • Maximize Sheet
    • Duplicate Sheet
    • Delete Sheet
    • Create a Related Sheet
    • Create a Card Type Sheet
    • Change Card Type Sheet Setting
    • Configure Views
    • Configure Search Form
  • Functions about Displaying Data
    • Change Columns Order
    • Change Column Width / Height
    • Fix Column from Scrolling
    • Sort
    • Filter
    • Change Column Setting
      • Column Setting - Basic Property
      • Column Setting - Options
      • Column Setting - Format
    • Show / Hide Column
    • Add Column
    • Delete Column
    • Group Column Headers
    • Summary Row
    • Formula
    • Function
      • Salesforce Compatible Functions
      • Aggregation Functions
      • Other Extension Functions
    • Reference Value
    • Navigate Pages and Reload Records
  • Functions about Editing Data
    • Edit / Save Displayed Data
    • Copy & Paste Values
    • Create a New Record
    • Duplicate Records
    • Delete Records
    • Lookup Search
  • Functions about Actions
    • Action Button
    • Standard Actions
    • Marketing Actions
    • Custom Actions
    • Approval Request Actions
  • Functions for Advanced Usage
    • Time-Series Matrix Transformation
      • Overview
      • Add Matrix Column
      • Change Matrix Column Setting
      • Show / Hide Column
      • Add Child Column
      • Delete Child Column
      • Format
      • Matrix Column and Formula
      • Limitations
  • Settings for Admin
    • Assign License
    • Grant Permission Set
    • Administration Console
    • Organization-Level Configuration
  • Customization
    • Access Sheet Directly with URL
    • Sheet Component
    • Embed Sheet in Layout using Visualforce
    • Using Sheet Component in Visualforce
    • JavaScript API
    • Launching Custom Apex / Visualforce
    • Launching Flow
    • Using in Experience Cloud
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  1. Settings for Admin

Grant Permission Set

In order to access the screens and services provided by the Mashmatrix Sheet application, access permissions for the application are necessary. By granting permission sets to users, it is possible to give the access permissions to the application.

  1. After logging in with the administrator account, select the "Setup" menu

  2. Go to "Quick Find" in the left sidebar, search for "Permission Sets" and click on the same menu

  3. From the list of permission sets, select the appropriate permission set below and click

    • Mashmatrix Sheet User - The most basic permission set for using Mashmatrix Sheet. It enables users to create their own book / sheet.

    • Mashmatrix Sheet User (Read Only) - A permission set for users who can only view existing books / sheets (does not restrict editing data displayed in the sheet). It does not include permission to create new books / sheets.

    • Mashmatrix Sheet User (Customer) - A permission set to assign to Customer Community users. It does not include permission to create new books / sheets.

    • Mashmatrix Sheet Administrator - A permission set for the administrator of the Mashmatrix Sheet. Granting access to the administration console. For more information about the Administration Console, see "Administration Console".

  4. Click "Manage Assignments"

  5. Click "Add Assignments", select the appropriate users, add them, and press the "Assign" button

When a permission set is not properly granted to the user, a warning is displayed in the application screen, which says "Application Setup is incomplete. Please confirm with your administrator if proper permission set is assigned to your login account".

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Last updated 3 years ago