License and Permission Assignment

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

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

License Assignment

The official SmallBuilder Line Items license must be assigned per user. Follow these steps to assign the license:

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

2. Locate SmallBuilder Line Items and click Manage Licenses.

3. Click Add Users and select the desired users.

4. Click Add to complete the license assignment.

Permission Set Assignment

SmallBuilder Line Items provides two permission sets. Be sure to assign the appropriate permission set based on the user’s role. Assigning a permission set is essential to ensure smooth use of the product’s features.

SmallBuilder Line Items Manager

The SmallBuilder Line Items Manager permission set is designed to enable administrators to manage SmallBuilder Line Items comprehensively. Administrators with this permission set can efficiently perform tasks such as configuring the builder and adding line item buttons.

SmallBuilder Line Items User

The SmallBuilder Line Items User permission set is intended for regular users who need to edit line items. It is typically assigned to roles such as sales representatives or project managers responsible for viewing and modifying line item data. This permission set allows users to easily access and update line item information.