How To Assign Permission Set In QB Sync Made Easy?

Assigning the appropriate permission sets is an important step when setting up QB Sync Made Easy. Permission sets help control user access, ensure data security, and enable users to perform actions based on their roles and responsibilities.

Follow the steps below to assign permission sets to your users.

Step 1: Navigate to Users

• Go to Setup in Salesforce.

• In the Quick Find box, search for Users.
• Click Users.

Step 2: Open the User Record

• Locate the user to whom you want to grant access.
• Click the user's name to open their profile.

Step 3: Manage Permission Set Assignments

• Scroll down to the Permission Set Assignments section.
• Click Edit Assignments.

Step 4: Assign QB Sync Made Easy Permission Sets

From the list of available permission sets, select the appropriate permissions:

1. QB Made Easy Admin User – Provides administrative access to configure and manage the integration.
2. QB Made Easy Business User – Provides access to use the integration features without administrative privileges.
3. QB Made Easy Read -Only Permission Set – View-only access

• Select the required permission set(s).
• Click Add to move them to the assigned permissions list.
• Click Save.

Permission Set Overview

Verification

After saving, confirm that the assigned permission sets appear in the Permission Set Assignments section of the user's record.

The user can now access QB Sync Made Easy features according to the permissions granted.

Conclusion

By assigning the appropriate permission sets, you can ensure that users have the correct level of access to QB Sync Made Easy while maintaining security and control over your Salesforce and QuickBooks integration.