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Assign Permission Sets

Before using ActionGrid, you must assign yourself or other end users in your organization to the following permission sets:

  • ActionGrid Users
  • ActionGrid Visualforce Pages

Follow these steps:

  1. Click ActionGrid Explorer.
  2. Select User from the object list.
  3. Select one or more user records for which you want to assign permission sets.
  4. Click Actions and click Batch Add > Permission Set.
  5. In the Batch Add Permission Set screen, select ActionGrid Users from the drop-down list.
  6. Click OK. A message displays that the permission set has been assigned to the selected users.
  7. Repeat these steps for the ActionGrid Visualforce Pages permission set.

If you use the Quick Start options or if you select the Add Page to AG Users Permission Set check box in the following configuration wizards, ActionGrid automatically adds the resulting Visualforce pages to both permission sets:

For instructions on manually assigning Visualforce pages to the ActionGrid Visualforce Pages permission set, see Security and Permission for Visualforce Pages.