Use this guide to give admins and other users access to the InPoll app by assigning the InPoll Admin Permissions permission set. For admins.
One permission set is all you need. It makes the InPoll app and its Surveys and Dashboard tabs visible, and gives access to InPoll's objects, InPoll Settings, and the Send and Response Mapping screens. You do not need to edit profiles or the app.
Before you start
- InPoll is installed. See Install InPoll.
- Decide who needs access: only admins, or everyone who builds and sends surveys. Assign the permission set to each of them.
Assign the permission set
- Go to Setup.
- In the Quick Find box, enter Permission Sets and click Permission Sets.
- Open InPoll Admin Permissions. If you do not see it, click I in the alphabet bar above the list.
- Click Manage Assignments.
- Click Add Assignments.
- Select the users, for example your system admin.
- Click Next, then click Assign.
- Click Done.
You do not need to clone the permission set. Assign the one that came with InPoll.
Open the InPoll app
- Ask the user to open the App Launcher.
- Choose InPoll.
The Surveys and Dashboard tabs appear in the app. If the user does not see InPoll, check that the assignment is saved, then ask them to reload the page.
Good to know
- The permission set also gives access to the optional AI features. They work only after you add your own OpenAI key. See Set up AI with your OpenAI key.
- People who only answer surveys need no Salesforce license and no permission set. They use the survey site.