Grant Access to Cascadia Receipting Users

This guide explains how System Administrators can assign the permission set required to use Cascadia Receipting NPSP and Cascadia Receipting NPC. An example of this would be the need to onboard a new member of a gift processing team.

Lynda En
11 steps
2 minutes

Cascadiareceipting

Alerts & Tips

User Permissions Needed: - View Setup and Configuration - Assign Permission Sets

User permissions are part of our package installation. The Permission Set should already exist in your Salesforce org, containing everything necessary for users to access and use the app. As System Administrator, you only need to assign it to the user.

Guide

Click on the gear icon, then click "Setup"

Quick Find > Permission Sets

Once you are in the Permission Sets menu, select Cascadia Receipting User

Click the permission set you would like to edit assignments for. In this example, we are using "Cascadia Receipting User"

Click on "Manage Assignments"

Click "Add Assignment"

Click the checkbox next to the user you would like to assign the permission set to.

Click "Next" and then select the appropriate expiration date for the permission set

Click "Assign"

You have successfully assigned a permission set to a user.

If available, navigate to the Permission Set > Additional Cascadia Receipting - User and assign this to the User as well