Permission sets
This content is for Spring ’26. Switch to the latest version for up-to-date documentation.
Aforza permission sets reduce guesswork when onboarding users. Assign the Aforza Base set to every user for common object access, then add the persona set that matches how they work in the field or home office. Keeping to packaged sets makes upgrades and release notes far easier to apply than hand-tuned field security on profiles.
Aforza Base
Section titled “Aforza Base”Baseline permissions every Aforza user requires.
Aforza Visit
Section titled “Aforza Visit”Visit execution, scheduling, and task permissions for field teams.
Aforza Deliver
Section titled “Aforza Deliver”Permissions for delivery coordinators and drivers who manage routes and drops.
Aforza Sell
Section titled “Aforza Sell”Order capture, catalogue, and selling workflows on mobile and web.
Aforza Plan
Section titled “Aforza Plan”Permissions for trade, assortment, and forecasting users who design promotions and plans.
Aforza Admin
Section titled “Aforza Admin”Administrative tooling, setup areas, and diagnostics for environment owners.
Add a permission set to a user
Section titled “Add a permission set to a user”- Open Setup from any Aforza application.
- Navigate to Permission Sets.
- Open the set you need.
- Select Manage Assignments.
- Select Add Assignments, choose the users, then Assign.