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Set Access and Permissions

Platform Governance for Salesforce access is only granted to system administrations. To extend access to other users:

  1. Open Salesforce Setup > Users > Users

    manageusers

  2. Click an existing User name.

  3. Click Permission Set Assignments

  4. Click Edit Assignments.

    editassignments

  5. Select Netwrix Grant Permissions from the Available Permission Sets

  6. Click Add. It should now be shown in the Enabled Permission Sets.

  7. Click Save.

    enablepermissionsets

The user is ready to view and use Platform Governance for Salesforce.

note

The previous image shows additional Permission Sets included in the package. Below is a brief description of each:

  • Netwrix Administrator
    Provides access to Netwrix configuration settings.

  • Netwrix CR Approval Override
    Allows users to approve a Change Request regardless of the current policy.

  • Netwrix Restricted
    A restricted set of permissions required for users who will be making data updates to tracked or controlled objects.