Best practices for permission sets
September 24 2024 8:40pm
Your users will only have access to what they are granted access to via permission sets. For example, even if you don't want all of your team members to ass...
Define user access
October 1 2024 1:48pm
The first step in customizing a permission set is determining the access level you want to grant your users. The following three access levels are available:Acc...
Attribute level permissions
October 7 2024 2:32pm
Attribute level permissions lets you define the level of access a user in your organization will have to a specific attribute in both standard and custom object...
Default permission sets
October 9 2024 1:22pm
We recommend you get started by duplicating one of the permissions defined below, and then customizing it to best fit your needs.The following default permissio...
Understand permission sets
October 10 2024 5:35pm
In their simplest form, permission sets define what users or teams can see and do within the platform. With permission sets, you can grant users access to data ...
Assign a permission set
October 14 2024 2:06pm
Once you have created a permission set, you can assign it to a user or team in your organization. Multiple permission sets can be assigned to the same user or t...
Use custom permission sets
October 22 2024 1:54pm
You can create custom permission sets within Kustomer that will allow you to assign access to key areas of the product to users and teams in your organization.&...
Add users to Kustomer
October 31 2024 1:28pm
When you're getting up and running in Kustomer, one of the first things you'll need to do is add members of your team so they can begin helping customer...
User access within Kustomer
November 4 2024 4:24pm
Kustomer permission sets provide you with a way to customize what users and teams in your organization have access to and can see within the platform. Permissio...