There are two EDQ Permission Sets you need to assign users to. This includes system administrators who will be configuring the application as well as end users who will be performing validations using the application's components.

  • EDQ Admin: Assign this Permission Set to all users that require administrative access to all EDQ objects and settings.

  • EDQ Non-admin: Assign this Permission Set to all other end users who will be utilizing the EDQ components. This gives them the lowest level of access required for the five objects listed below that come with the application:

    • EDQ Error Logs – Read and Create permissions necessary to work with any errors generated by the application
    • EDQ Global Settings – Read permission to utilize the API Authentication Token and Touchpoints
    • EDQ Logs – Read, Create and Edit permissions necessary to work with the logs used to store the result of our Validation API calls
    • EDQ Profile Settings – Read permission to check whether the user profile has been granted permission to perform address/email/phone validation or retrieve enriched address data
    • EDQ State Settings – Read permission to the EDQ State objects used to facilitate the integration with Salesforce State Picklists

Note that the tabs for the five objects listed above are all set to Hidden for the EDQ Non-admin Permission Set, as end users aren't required to see or control these objects and settings.

Assigning users to Permission Sets

  1. Go to the Setup screen and type Permission Sets in the Quick Find box and select it.

  2. Click either the EDQ Admin or EDQ Non-admin permission set.

  3. Click Manage Assignments.

  4. Click the Add Assignment button.

  5. Tick your chosen users and click Next.

  6. Choose your preferred expiration date for the assigned users and click Assign to see an Assignment Summary.

  7. Click Done.