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Granting User Permissions

Overview

With AddressTools installed in your org, you need to grant users the correct permissions before they can use the solution. AddressTools uses Salesforce Permission Sets to control access to its features, custom objects, and fields.

This guide explains which Permission Sets to assign and how they work together.

Note: The Permission Sets described here ship with AddressTools v10.2 and later. If your org is on an earlier version, see Earlier Versions below.

About Permission Sets

AddressTools ships with two core Permission Sets and a set of granular address field Permission Sets.

Core Permission Sets

Permission Set API Name Purpose
AddressTools Premium Admin User AddressToolsPremiumAdminUser For administrators who configure and manage AddressTools
AddressTools Premium Standard User AddressToolsPremiumStdUser For everyday users who interact with AddressTools features

AddressTools Premium Admin User grants full create, read, update, and delete access to all AddressTools custom objects, plus access to the AddressTools Administration and Batch Address Verification tabs.

AddressTools Premium Standard User grants read-only access to AddressTools reference data (countries, states, time zones, ZIP codes) and access to the interactive address features.

Note: Users assigned AddressTools Premium Admin User should also be assigned AddressTools Premium Standard User to ensure access to all runtime functionality.

Address Field Edit Permission Sets

AddressTools adds custom fields (Address Status and County) to standard objects. To allow users to edit these fields, assign the relevant Permission Sets for the address types they work with.

Permission Set API Name Object Fields Granted
AddressTools Account Billing Address Edit AddressTools_Account_BillingAddress_Edit Account Billing Address Status, Billing County
AddressTools Account Shipping Address Edit AddressTools_Account_ShippingAddress_Edit Account Shipping Address Status, Shipping County
AddressTools Contact Mailing Address Edit AddressTools_Contact_MailingAddress_Edit Contact Mailing Address Status, Mailing County
AddressTools Contact Other Address Edit AddressTools_Contact_OtherAddress_Edit Contact Other Address Status, Other County
AddressTools Contract Billing Address Edit AddressTools_Contract_BillingAddress_Edit Contract Billing Address Status, Billing County
AddressTools Contract Shipping Address Edit AddressTools_Contract_ShippingAddress_Edit Contract Shipping Address Status, Shipping County
AddressTools Lead Address Edit AddressTools_Lead_Address_Edit Lead Address Status, County

Assign only the Permission Sets relevant to each user's role. For example, a sales user working with Leads and Accounts may only need the Lead and Account Permission Sets.

User Role Permission Sets to Assign
Administrator AddressTools Premium Admin User + AddressTools Premium Standard User + relevant address field sets
Standard user AddressTools Premium Standard User + address field sets for the objects they use
Integration / API user AddressTools Premium Standard User + relevant address field sets

Step 1: Create a Permission Set Group

We recommend deploying AddressTools permissions using Permission Set Groups. This allows you to bundle a core Permission Set with the relevant address field edit sets into a single assignable group per user role, simplifying ongoing user management.

  1. Navigate to Setup > Permission Set Groups.
  2. Click New Permission Set Group.
  3. Enter a label that describes the role, for example AddressTools Standard Users.
  4. Add the Permission Sets for that role, using the Recommended Assignments above.
  5. Click Save.

This approach ensures consistent permissions across your user base and makes it straightforward to add or remove access as your requirements change.

Step 2: Assign the Group to Users

  1. Navigate to Setup > Permission Set Groups.
  2. Click the Permission Set Group name.
  3. Click Manage Assignments, then Add Assignment.
  4. Select the users and click Assign.

Assigning Individual Permission Sets

If you prefer to assign Permission Sets individually rather than as a group:

  1. Navigate to Setup > Permission Sets.
  2. Click the Permission Set you want to assign.
  3. Click Manage Assignments, then Add Assignment.
  4. Select the users and click Assign.

Repeat for each Permission Set the user needs.

Earlier Versions

The Permission Sets above ship with AddressTools v10.2 and later. In earlier versions there were no packaged address field edit sets, and object, field, Apex, and Visualforce access had to be granted manually on each Profile or custom Permission Set. If your org is still on an earlier version, see Legacy Permission Assignment for the manual configuration. We recommend you upgrade when possible, as it gives you the packaged sets and removes that work.

Notes

  • The Permission Set labelled AddressTools Premium Standard User (Deprecated) (AddressToolsPremiumStandardUser) is a legacy Permission Set from an earlier version. Use AddressToolsPremiumStdUser instead.
  • Guest users are not supported by the packaged Permission Sets. If you require guest user access, create a custom Permission Set granting read access to the AddressTools custom objects and to the Apex classes prefixed with pw_ccpro__.
  • Permissions alone are not enough in production: each user also needs a package license. See Assign User Licenses.