GPTfy offers four key permission sets to manage user access based on roles and responsibilities within your Salesforce org. Assigning the correct permission ensures a secure, tailored user experience:
- GPTfy Admin
- GPTfy User
- GPTfy Portal User
- GPTfy Reporting
Grant the right level of access for every type of user
1. GPTfy Admin — Full Configuration Access
Purpose
For users responsible for configuring and managing the GPTfy application.
Grants access to:
- Setup Wizard and Cockpit
- AI Models and Prompt Builder
- Data Context Mapping and Security Layers
- GPTfy Console and Mass Processing features
- Security Audit logs and Exception tracking
- AI Settings (Licenses, Preferences, Retention, Voice Config)
How to assign
- Go to Setup → Quick Find → Permission Sets
- Select GPTfy Admin
- Click Manage Assignments → Add Assignments
- Choose users and click Next → Assign → Done
2. GPTfy User — Run Prompts and Interact with Console
Purpose
For end-users who will use GPTfy features directly on records, such as Sales or Service teams.
Grants access to:
- GPTfy Console on supported objects
- Ability to run prompts and see AI responses
- Feedback submission and task/event creation from responses
- View non-sensitive information (no access to security audits)
How to assign
- Go to Setup → Quick Find → Permission Sets
- Select GPTfy User
- Click Manage Assignments → Add Assignments
- Select users and proceed through Next → Assign → Done
3. GPTfy Portal User — Limited Access for Community/Portal Users
Purpose
For users accessing GPTfy features via Experience Cloud portals or external-facing interfaces.
Grants access to:
- GPTfy Console (limited to allowed objects and prompts)
- Run prompts with controlled visibility
- View only AI responses permitted for portal profile
Note- Useful for partners, customers, or community users with restricted access.
How to assign:
- Go to Setup → Quick Find → Permission Sets
- Select GPTfy Portal User
- Click Manage Assignments → Add Assignments
- Assign to users mapped to portal/community profiles
GPTfy Reporting — Dashboard-Only Access
Purpose
For users who need read-only access to GPTfy dashboards without prompt execution or editing rights.
Grants Access To:
- GPTfy Dashboards
- ROI, AI Insight, and Quality dashboards
- No access to prompts, settings, or sensitive data
How to Assign:
- Go to Setup → Quick Find → Permission Sets
- Search for GPTfy Reporting and open it
- Click Manage Assignments → Add Assignments
- Choose users → Next → Assign → Done
Best Practice
- Admins: Assign GPTfy Admin + GPTfy User for full visibility and testing.
- Internal Users: Assign GPTfy User only.
- External Users: Use the GPTfy Portal User and configure visibility conditions within prompts.
- Read-only Viewers: Assign GPTfy Reporting and share dashboards via folders.