====== Permission Sets ======

===== Overview =====

Foundation Partner Donor 360 is available to users who have the appropriate Permission Set assigned to their user record. Verify those settings as listed.

==== Content ====

  * [[donor360:licensesandpermissions:permissionsets#Verify Settings for Permission Set|Verify Settings for Permission]] 
  * [[donor360:licensesandpermissions:permissionsets#Assign Permission Set to Users|Assign Permission Set to Users]]

==== Verify Settings for Permission Set ====

Click **Setup**, in Quick Find enter **Permission Sets** and Select **Donor 360 Standard User**
  * Review the following Settings:
    * Assigned Apps should include **Donor 360**
{{ :donor360:licensesandpermissions:permsets.png?400 |}}   
   
==== Object Settings ====

      * Accounts
          * **Record Types** assign Household Account and Organization
          * **Object Permissions** include Read, Create, Edit, View All
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Account Attributes
          * **Object Permissions** include Read, Create, Edit, Delete
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Account Soft Credits
          * **Object Permissions** include Read, Create, Edit, View All
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Addresses (Object API Name is npsp_Addresses_c)
          * **Tab Settings** is Available and Visible
          * **Object Permissions** include Read, Create, Edit, Delete, View All, Modify All
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Affiliations (Object API Name is npsp_Affiliation_c)
          * **Tab Settings** is Available and Visible
          * **Object Permissions** include Read, Create, Edit, Delete 
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Campaigns
          * **Tab Settings** is Available and Visible
          * **Object Permissions** include Read, Edit 
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Contact Attributes
          * **Object Permissions** include Read, Create, Edit, Delete
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Contacts
          * **Object Permissions** include Read, Create, Edit, Delete, View All, Modify All
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Disbursements
          * **Object Permissions** include Read, Create, Edit
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * FAQs
          * **Object Permissions** include Read, Create, Edit, Delete
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Funding Program
          * **Tab Settings** is Available and Visible
          * **Object Permissions** include Read, Create, Edit 
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Funding Requests
          * **Tab Settings** is Available and Visible
          * **Object Permissions** include Read, Create, Edit 
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * GAU Allocations
          * **Object Permissions** include Read, Create, Edit 
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * GAU Expenditures
          * **Tab Settings** is Available and Visible
          * **Object Permissions** include Read, Create, Edit 
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * General Accounting Units
          * **Tab Settings** is Available and Visible
          * **Object Permissions** include Read, Create, Edit 
          * **Field Permissions** include Read and Edit access to the appropriate fields

      * Opportunities
          * **Record Type Assignments** is Donation, Interfund Transfer, Planned Donation / Expectancy, Prospective Donation, Prospective Fund
          * **Object Permissions** include Read
          * **Field Permissions** include Read access to the appropriate fields

      * Payments (Object API name npe01_OppPayment_c)
          * **Tab Settings** is Available and Visible
          * **Record Type Assignments** is Cash Payment, Non-Cash Payment
          * **Object Permissions** include Read, Create, Edit
          * **Field Permissions** include Read access to the appropriate fields

      * Relationships
          * **Object Permissions** include Read, Create, Edit
          * **Field Permissions** include Read access to the appropriate fields

==== Assign Permission Set to Users ====
{{ :donor360:licensesandpermissions:assignpermset.png?400|}} 
 * Click **Setup**, Under ADMINISTRATION open **Users**
  * Select **Users** and Select the User to Assign the permission set to
    * Hover on **Permission Set Assignments**, Click **Edit Assignments**
    * Select the **Donor 360 Standard User** from the Available Permission Sets list
    * Click **Add** arrow, **Save**