How to Assign User Roles

aprity uses two Salesforce permission sets to control access: Aprity_Admin and Aprity_User. This guide explains how to assign them and what each role can do.

Role Comparison

Capability	Aprity_Admin	Aprity_User
Launch scans	Yes	No
Retry failed scans	Yes	No
View scan results	Yes	Yes
Download documentation	Yes	Yes
Submit feedback	Yes	Yes
Configure schedules	Yes	No
Manage connectors	Yes	No
Set up Agentforce	Yes	No
Use On-Demand Docs	Yes	Yes

Steps

1. In Salesforce, go to Setup.
2. In the Quick Find box, search for Permission Sets.
3. Click Permission Sets.
4. Click either Aprity_Admin or Aprity_User.
5. Click Manage Assignments.
6. Click Add Assignment.
7. Select the users you want to assign this permission set to.
8. Click Assign.

info

Permission sets are additive in Salesforce. Users can have both Aprity_Admin and Aprity_User assigned, but Aprity_Admin already includes all Aprity_User capabilities.

Recommendations

• Assign Aprity_Admin to Salesforce administrators and technical leads who need to configure and run scans.
• Assign Aprity_User to team members who need to read documentation and submit feedback but should not launch scans.
• Limit the number of Aprity_Admin users to follow the principle of least privilege.

warning

Users without either permission set will not see the aprity app tabs. Ensure at least one user has Aprity_Admin to manage the application.