How to add a user to Delpha

Learn how to add a new user to Delpha by assigning the proper license and permission sets in Salesforce. Ensure the user has the correct role to access

1 - Assign Delpha License

• Go to Salesforce Setup > Installed Packages and search for Delpha.

• Enter the Managed Packages section

• Add User to the Licenced Users list.

2 - Assign Delpha Permission Set Group(s)

• Go to Permission Sets Groups, and assign relevant permission sets groups based on the Delpha Persona, such as:

  • Delpha Standard User

  • Delpha Data Steward,

  • Delpha Admin