License and Permission Set Assignment

SmallBuilder offers 10 free licenses. Before using the product, ensure that each user has the appropriate SmallBuilder license and permission set assigned for access.

In a Sandbox environment, there are no license restrictions, so users can use the product without needing a license assignment.

License Assignment

A SmallBuilder license must be assigned to each user individually. Follow these steps to assign a license:

1. In Setup, enter Installed Packages in the Quick Find box, then select Installed Packages.

2. Find SmallBuilder {Product Name} and click on Manage Licenses.

3. Click Add Users to select the users to whom you want to assign the license.

4. Click Add.

If you are using the SmallBuilder Line Items product, find SmallBuilder Line Items and navigate to Manage Licenses.

Permission Set Assignment

SmallBuilder offers two distinct permission sets. Please assign the appropriate permission set based on the user's role. Assigning a permission set is essential to fully utilize the product's features.

• SmallBuilder {Product Name} Manager

  The SmallBuilder Manager permission set is assigned to users responsible for the overall management of the product. Typically, it is assigned to administrators, who can perform a variety of tasks such as configuring builder settings, adding buttons to line items, and creating tabs from list products.

• SmallBuilder {Product Name} User

  The SmallBuilder User permission set is primarily assigned to sales representatives or project managers. Users with this permission set can view lists and documents implemented with SmallBuilder, as well as add and edit data in line items and schedules.