Assign a Delpha Permission Set Group

Assign the right Delpha permissions by selecting a persona-based permission set group—Admin, Data Steward, or User—for each Salesforce user. Simplify access control and role-based setup.

Assigning Delpha Permission Set Groups

To assign the correct permissions in Delpha, follow these steps:

1. Determine the User’s Persona: Choose the appropriate role — Admin, Data Steward, or User — based on their responsibilities.

2. Assign the Permission Set Group:

   • Go to Users in the Salesforce Setup.

   • Find the user and assign one of the following groups:

     • Delpha Admin – Full access including Setup and Data Quality tools

     • Delpha Data Steward – Access to the Data Quality and Duplicate Steward Views to do mass review / mitigation, Score Meter and Bot

     • Delpha User – Access to Score Meter and Bot only

3. Save your changes to apply the permissions.

This ensures each user has the appropriate access to Delpha features based on their role.

Do not forget to assign the Delpha Admin permission set group to you