Provide User Access
  • 06 Oct 2023
  • 1 Minute to read
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Provide User Access

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Article summary

Does your user have a Payments license?

Users must have a Payments license before they can be given access to PayLink.

You will need to assign the Blackthorn PayLink license to all users who need access. To assign users a PayLink license, complete the following steps.

  1. Click the Gear icon in the upper right-hand corner.
  2. Click Setup.
  3. Type “Installed Packages” in the Quick Find box.
  4. Click Installed Packages.
  5. Click Manage Licenses next to Blackthorn | PayLink.
  6. Click Add Users.
  7. Check the box next to the Available Users that you need to assign licenses to.
  8. Click Add.

Assign Permission Sets

Next, you will need to add the appropriate Permission Sets to your users. This will grant them the ability to see the necessary Blackthorn objects/records within Salesforce.

Administrative users will need the Blackthorn | PayLink (Admin) permission set while Managers and End Users will need the Blackthorn | PayLink (User) permission set.

You can assign one or more users to a permission set by Assigning a User to a Permission Set. Or you can assign one or more permission sets to your users by Assigning a Permission Set to a User.

Assign a User to a Permission Set

  1. Click the Gear Icon in the upper right-hand corner.
  2. Click Setup.
  3. Type “Permission Sets” in the Quick Find box.
  4. Click Permission Sets.
  5. Click the permission set you need to manage.
  6. Click Manage Assignments.
  7. Click Add Assignment to assign users to the permission set.
  8. Add your users and click Assign.

Assign a Permission Set to a User

  1. Go to Setup.
  2. Search for the user.
  3. Click the user’s name.
  4. Click Edit Assignments.
  5. Click either Blackthorn | PayLink (Admin) or Blackthorn | PayLink (User) in the Available Permission Sets box.
  6. Click Add.
  7. To remove a permission set, highlight it in the Enabled Permission Sets box, click the left Remove arrow, and click Save.
  8. Click Save.