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".