FAQs

How do I manually assign a permission set?

To help assign our permission sets we have a dedicated screen you can learn more here.  If you need to manually assign one of our permission sets using standard Salesforce security please follow the steps below:
  1. In Salesforce go to the setup screen.
  2. In the quick find search type permission sets.
  3. Find the Campaign Monitor permission set you want to assign and click on its label.
  4. Click on the Manage assignments button.
  5. Select one or more users and then click Add assignments.
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