Assigning Licenses and Permissions

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

In the sandbox envirnment, license restrictions do not apply, allowing users to use the product without assigning license.

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🔸 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 Lists and click on Manage Licenses.

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

4. Click Add.

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🔸 Assigning Permission Sets

SmallBuilder Lists provides two permission sets tailored for different user roles. Be sure to assign the appropriate permission set to each user to ensure smooth access to the product’s features.

✅ SmallBuilder Lists Manager

The SmallBuilder Lists Manager permission set is designed for administrators who need to manage the product. With this permission set, admins can configure List Builder settings, create list tabs, and manage other administrative tasks with ease.

✅ SmallBuilder Lists User

The SmallBuilder Lists User permission set is intended for general users who need to view lists. This permission set enables users to access and view the configured lists easily.