Add more Admins

As a system administrator you can manage Plauti Assign from the start; create Match Groups, add Assignees, etc.

If you want a non-admin, maybe a Sales Manager, to be able to do all these things, you can grant them permissions via the provided Permission Set: Plauti Assign Admin

1. Go to Salesforce Setup > Permission Sets

2. Click on the Plauti Assign Admin Permission Set

3. Click the Manage Assignments button

4. Click the Add Assignments button

5. Select the user you want to give Plauti Assign Admin permissions and click Next

6. Set an expiration date if needed, and click Assign

7. If this user will also be creating, updating or reassigning leads, ensure they are allocated a Plauti Assign license

Note: You might have noticed the Plauti Assign User Permission Set. When Users are added as Assignees to Plauti Assign, they are automatically:

• added to the Plauti Assign User Permission Set
• assigned a Plauti Assign license

Any User that creates or updates records that are processed by Plauti Assign must be allocated a license. So if you have automation or other processes that create records, ensure those Process Users are allocated a Plauti Assign license.

Read more about Plauti Assign licenses in License Requirements.