How to Give Users Access to aprity
Access to aprity is controlled by permission sets shipped with the package. They govern both the aprity app in Salesforce and the aprity web portal, where users sign in with Salesforce.
The permission sets
| Permission set | Who it is for | What it gives |
|---|---|---|
| aprity Admin | Salesforce administrators, aprity owners | Everything in aprity User, plus: running analyses, BYOLLM settings, and the administrator areas of the portal (Connectors, correction moderation). |
| aprity User | Readers: business analysts, architects… | The aprity app in read-only mode (follow analyses, open the web portal) and access to the portal: documentation, corrections, themes, AI assistants included in your plan. |
| aprity Agent User | Users of your aprity Agentforce agent | Permission to call the two aprity Agentforce actions. See How to Set Up Agentforce. |
A user can hold several permission sets. Someone with neither aprity Admin nor aprity User cannot sign in to the portal.
Assign a permission set
- In Salesforce, go to Setup.
- In the Quick Find box, type Permission Sets and open it.
- Click aprity Admin, aprity User or aprity Agent User.
- Click Manage Assignments, then Add Assignment.
- Select the users and click Assign.
Portal access is checked against these assignments when the user signs in: a change takes effect at the user's next sign-in to the portal.
Recommendations
- Give aprity User to everyone who needs to read the documentation.
- Keep aprity Admin to the few people who run analyses and manage connectors.
- Make sure at least one person holds aprity Admin: without one, nobody can run an analysis.
See also Permission sets in the administration guide.