Overview

This article provides a comprehensive guide on configuring user permissions and sharing the Cvent Salesforce App with other Salesforce users. It details the steps necessary to set up user permissions and share the app effectively.

Included Permission Sets

You can use the following permission sets with the Cvent Salesforce App:

• Cvent - Event Admin: Can configure, manage, and use event-related features of the App. Controls visibility of Cvent Admin tab and corresponding configurations.

• Cvent - Survey Admin: Can configure, manage, and use survey-related features of the App. Controls visibility of Cvent Admin tab and corresponding configurations.

• Cvent - Event User: Can use event-related features of the Cvent App, but doesn’t have access to configurations in the Cvent Admin tab.

• Cvent - Survey User: Can use survey-related features of the Cvent App, but doesn’t have access to configurations in the Cvent Admin tab.

• Cvent - Event Invitations: This permission set extends the Cvent - Event User to allow invite contacts or leads to an event.

• Cvent - Event Registrations: This permission set extends the Cvent - Event User to allow register on behalf of contacts or leads.

• Cvent - Event Nominations: This permission set extends the Cvent - Event User to allow submit and manage nominations for an event.

• Cvent - Campaign Management: This permission set extends the Cvent - Event User to allow manage App workflows from the Campaigns page.

• Cvent - Custom Fields Permissions: Maintains field-level security for Cvent custom contact/event fields. Assign this to all users of the App, including Cvent Admins.

Primary User Roles

Four primary user roles exist, represented by the following permission sets:

• Cvent — Event Admin
• Cvent — Survey Admin
• Cvent — Event User
• Cvent — Survey User

Assign these permissions to provides full access to the entire App:

• Cvent - Event Administrator
• Cvent - Survey Administrator

You can mix permissions to get a hybrid role. For example, to grant administrator-level access to all event-related features, but only limited access to the survey-related ones, assign:

• Cvent - Event Administrator
• Cvent - Survey User

System and Object Permissions

You can assign more System and Object permissions to users depending on the features they’ll use. Assign system permissions and object permissions based on the requirements below.