Permission Sets

The package includes two built-in permission sets.

Bulit-in Permission Sets

Coconut Grid User Provides access to folders, items, tabs, and other core features.

Coconut Grid Administrator Coconut Grid User plus admin features and access to the Coconut Grid Settings tab.

Assign via Permission Sets

1. In Salesforce, go to Setup → Permission Sets.

2. Search for and open Coconut Grid User or Coconut Grid Administrator.

3. Click Manage Assignments → Add Assignments.

4. Select the users.

5. Click Assign → Done.

Assign from a User record

1. Open Setup → Users → select a user.

2. In the Permission Set Assignments related list, click Edit Assignments.

3. Move Coconut Grid User or Coconut Grid Administrator to Enabled Permission Sets.

4. Click Save.