Overview
Sentir uses a category-based permission set system to control what each user can access and do in the platform. Permission sets are organized into nine categories, making it easier for admins to identify the right permission set when configuring user access:
- Apps & APIs
- Additional Features
- Feature Administration
- Integrations
- Object & System Access
- Process & Task Administration
- Record Administration
- Security & Sharing
- User Capabilities
This article describes Sentir's four default permission set groups, compares the permission sets included in each group, and lists the permission sets available in Sentir by category, along with each permission set's API name.
Permission Set Groups
Sentir includes four default permission set groups. Assigning a permission set group to a user grants them the bundled set of permissions defined in that group. The table in the Comparing Permission Set Groups section shows exactly which permission sets each group includes.
Certain permission set groups are assigned automatically based on a user's license and profile:
- If a user is assigned the Salesforce Platform license type, they are automatically assigned the Practifi - Object & System Access - Console permission set.
- If a user is assigned the Practifi User - Salesforce or Practifi User - Salesforce Platform profile, they are automatically assigned the Practifi - Standard User permission set group.
- If a user is assigned the System Administrator profile, they are automatically assigned the Practifi - Administrator permission set group.
Read-Only User
Read-Only Users are intended for when users need visibility into system data without the ability to make changes, such as during external audits or when providing temporary access to stakeholders.
Standard User
Standard Users can view and modify standard and custom objects. They can also create and modify reports and dashboards. They cannot delete objects or use the Deep Delete action on records.
Super User
In addition to everything Standard Users can do, Super Users can:
- Manage Feed groups and posts
- Manage Topics
- Reassign records
- Manage report and dashboard folders and other users' subscriptions
- View, modify, and delete standard and custom objects
While Super Users can delete objects, they cannot use Deep Delete. Super Users are also subject to sharing rules. Even with permission sets allowing them to modify standard and custom objects, they will not be able to access objects restricted by sharing rules.
System Administrator
System Administrators have full access to Sentir features and settings. In addition to everything Super Users can do, System Administrators can:
- Access all apps
- Deep Delete records
- Unlock users
- Reset user passwords
- Manage Rules
- Modify due dates for Tasks
- Reassign Tasks
- Cancel Processes
Comparing Permission Set Groups
Sentir includes four default permission set groups, each granting increasing levels of access. The table below shows which permission sets are included in each group.
| Permission Set Name | Standard User | Super User | System Administrator | Read Only User |
| Practifi - Apps & APIs - All | ❌ | ❌ | ✅ | ❌ |
| Practifi - Apps & APIs - Data Management | ❌ | ✅ | ✅ | ❌ |
| Practifi - Apps & APIs - Mobile API | ✅ | ✅ | ✅ | ❌ |
| Practifi - Apps & APIs - Welcome App | ✅ | ✅ | ✅ | ❌ |
| Practifi - Object & System Access - Console | ✅ | ❌ | ❌ | ❌ |
| Practifi - Object & System Access - Custom Objects (Admin) | ❌ | ❌ | ✅ | ❌ |
| Practifi - Object & System Access - Custom Objects (Read) | ✅ | ✅ | ✅ | ✅ |
| Practifi - Object & System Access - Custom Objects (Read & Edit) | ✅ | ❌ | ❌ | ❌ |
| Practifi - Object & System Access - Custom Objects (Read, Edit & Delete) | ❌ | ✅ | ❌ | ❌ |
| Practifi - Object & System Access - Custom Objects (USA Overlay) | ❌ | ❌ | ✅ | ❌ |
| Practifi - Object & System Access - Tab Visibility Admin (Sentir) | ❌ | ❌ | ✅ | ❌ |
| Practifi - Record Administration - Deep Delete Records | ❌ | ❌ | ✅ | ❌ |
| Practifi - Feature Administration - Manage Agents | ❌ |
❌ |
✅ |
❌ |
| Practifi - Feature Administration - Manage Entity Management | ❌ | ❌ | ✅ | ❌ |
| Practifi - Feature Administration - Manage Feed Groups | ❌ | ✅ | ✅ | ❌ |
| Practifi - Feature Administration - Manage Feed Posts | ❌ | ✅ | ✅ | ❌ |
| Practifi - Feature Administration - Manage Intelligence Settings | ❌ | ❌ | ✅ | ❌ |
| Practifi - Feature Administration - Manage Rules | ❌ | ❌ | ✅ | ❌ |
| Practifi - Feature Administration - Manage Smart Notes | ❌ | ❌ | ✅ | ❌ |
| Practifi - Feature Administration - Manage Topics | ✅ | ✅ | ✅ | ❌ |
| Practifi - Feature Administration - Run & Modify Rollups | ✅ | ✅ | ✅ | ❌ |
| Practifi - Process & Task Administration - Cancel Process | ❌ | ❌ | ✅ | ❌ |
| Practifi - Process & Task Administration - Modify Due Dates for Workflow Tasks | ✅ | ✅ | ✅ | ❌ |
| Practifi - Process & Task Administration - Reopen Completed Workflow Tasks | ✅ | ✅ | ✅ | ❌ |
| Practifi - Record Administration - Delete Servicing Team Members | ❌ | ❌ | ✅ | ❌ |
| Practifi - Record Administration - Mass Edit Records | ❌ | ✅ | ✅ | ❌ |
| Practifi - Record Administration - Reassign Records | ✅ | ✅ | ✅ | ❌ |
| Practifi - Record Administration - Set Audit Fields & Update with Inactive Owner | ❌ | ❌ | ✅ | ❌ |
| Practifi - Reports & Dashboards - Administrator | ❌ | ❌ | ✅ | ❌ |
| Practifi - Reports & Dashboards - Create & modify | ✅ | ✅ | ✅ | ❌ |
| Practifi - Reports & Dashboards - Manage folders | ❌ | ✅ | ✅ | ❌ |
| Practifi - Reports & Dashboards - Manage subscriptions | ❌ | ✅ | ✅ | ❌ |
| Practifi - Object & System Access - Salesforce Objects (Admin) | ❌ | ❌ | ✅ | ❌ |
| Practifi - Object & System Access - Salesforce Objects (View) | ❌ | ❌ | ❌ | ✅ |
| Practifi - Object & System Access - Salesforce Objects (View & Modify) | ✅ | ❌ | ❌ | ❌ |
| Practifi - Object & System Access - Salesforce Objects (View, Modify & Delete) | ❌ | ✅ | ❌ | ❌ |
| Practifi - Security & Sharing - Export Reports & Record Tables | ✅ | ✅ | ✅ | ❌ |
| Practifi - Security & Sharing - Query All Files | ❌ | ❌ | ✅ | ❌ |
| Practifi - Security & Sharing - Reset Passwords & Unlock Users | ❌ | ❌ | ✅ | ❌ |
| Practifi - Object & System Access - Tab Visibility (Custom) | ✅ | ✅ | ✅ | ❌ |
| Practifi - Object & System Access - Tab Visibility (Sentir) | ✅ | ✅ | ❌ | ❌ |
| Practifi - Object & System Access - Tab Visibility (Standard) | ✅ | ✅ | ✅ | ❌ |
| Practifi - User Capabilities - Smart Notes View | ✅ | ✅ | ❌ | ❌ |
Permission Sets
The tables below list all permission sets in Sentir grouped by category, along with their API names. The API name is useful for referencing permission sets in integrations, automations, and internal documentation.
Please note: The permission set names and API names in the tables below reflect their appearance on the Permission Sets page in Salesforce Setup. These names differ from the shortened labels displayed on the Access Management page in the Settings app.
Additional Features
| Permission Set Name | API Name |
|---|---|
| Practifi - Additional Features - Briefing | Practifi_Briefing |
| Practifi - Additional Features - Briefing (Platform) | Practifi_Briefing_Platform |
| Practifi - Additional Features - Chat | Practifi_Chat |
| Practifi - Additional Features - Deliverables | Practifi_Deliverable_Feature |
| Practifi - Additional Features - Envestnet | Practifi_Integration_Envestnet |
| Practifi - Additional Features - Financial Products | Practifi_Financial_Products_Feature |
| Practifi - Additional Features - Follow-up Assistant | Practifi_Follow_Up_Assistant |
| Practifi - Additional Features - Goals | Practifi_Goal_Feature |
| Practifi - Additional Features - Income & Expenses | Practifi_Income_Expense_Feature |
| Practifi - Additional Features - Installments | Practifi_Installment_Feature |
| Practifi - Additional Features - Microsoft 365 Sync User | Practifi_Add_Ons_Microsoft_365_Sync_User |
| Practifi - Additional Features - Money Guide Pro | Practifi_Integration_Money_Guide_Pro_Integration |
| Practifi - Additional Features - Notetaker | Practifi_Notetaker |
| Practifi - Additional Features - Notetaker (Meetings Digest) | Practifi_Notetaker_Meetings |
| Practifi - Additional Features - Pershing | Practifi_Integration_Pershing |
| Practifi - Additional Features - Policies | Practifi_Policy_Feature |
| Practifi - Additional Features - Policy Coverage | Practifi_Policy_Coverage_Feature |
| Practifi - Additional Features - Promote User | Add_Ons_Promote_User |
| Practifi - Additional Features - RMD Management | Practifi_Additional_Features_RMD_Management |
| Practifi - Additional Features - Risk Profile | Practifi_Risk_Profile_Feature |
| Practifi - Additional Features - Schwab | Practifi_Integration_Schwab |
| Practifi - Additional Features - Smart Component Builder | Smart_Component_Builder |
| Practifi - Additional Features - Time & Cost Tracking | Time_Tracking_User |
| Practifi - Additional Features - Transactions | Practifi_Transaction_Feature |
| Practifi - Additional Features - eMoney | Practifi_Emoney_User |
Apps & APIs
| Permission Set Name | API Name |
|---|---|
| Practifi - Apps & APIs - API | Practifi_API |
| Practifi - Apps & APIs - Back Office | Practifi_Assigned_Apps_Back_Office |
| Practifi - Apps & APIs - Data Management | Practifi_Assigned_Apps_Data_Management |
| Practifi - Apps & APIs - Executive | Practifi_Assigned_Apps_Executive |
| Practifi - Apps & APIs - Front Office | Practifi_Assigned_Apps_Front_Office |
| Practifi - Apps & APIs - Mobile API | Mobile_API |
| Practifi - Apps & APIs - Mobile App (Team Member) | Mobile_App_Team_Member |
| Practifi - Apps & APIs - Settings | Practifi_Assigned_Apps_Settings |
Feature Administration
| Permission Set Name | API Name |
|---|---|
| Practifi - Feature Administration - Manage Deliverable Exceptions | Practifi_Deliverable_Manage_Exceptions |
| Practifi - Feature Administration - Manage Deliverable Settings | Practifi_Deliverable_Manage_Deliverable_Settings |
| Practifi - Feature Administration - Manage Encryption | Practifi_Manage_Encryption |
| Practifi - Feature Administration - Manage Entity Management | Entity_Management_Admin |
| Practifi - Feature Administration - Manage Feed Groups | Feed_Manage_groups |
| Practifi - Feature Administration - Manage Feed Posts | Feed_Manage_posts |
| Practifi - Feature Administration - Manage Import Center | Practifi_Import_Center_Admin |
| Practifi - Feature Administration - Manage Intelligence Settings | Practifi_Intelligence_Settings_Administrator |
| Practifi - Feature Administration - Manage Risk Profile | Practifi_Risk_Profile_Administrator |
| Practifi - Feature Administration - Manage Rules | Practifi_Manage_Rules |
| Practifi - Feature Administration - Manage Smart Notes | Practifi_Additional_Features_Smart_Notes_Admin |
| Practifi - Feature Administration - Manage Smart Notes Templates | Practifi_Additional_Features_Smart_Notes_Template_Manager |
| Practifi - Feature Administration - Manage Topics | Manage_Topics |
| Practifi - Feature Administration - Run & Modify Rollups | Rollups_Run_modify |
Integrations
| Permission Set Name | API Name |
|---|---|
| Practifi - Integrations - Addepar (Legal Entity) | Practifi_Integrations_Addepar_Legal_Entity |
| Practifi - Integrations - Addepar (User) | Practifi_Integration_Addepar |
| Practifi - Integrations - AgilLink | Integrations_AgilLink |
| Practifi - Integrations - Black Diamond (Client Relationship) | Practifi_Integration_Black_Diamond_Client_Relationship |
| Practifi - Integrations - Black Diamond (Portfolio) | Practifi_Integration_Black_Diamond |
| Practifi - Integrations - Constant Contact | Practifi_Integration_Constant_Contact |
| Practifi - Integrations - Intelliflo Portfolio | Practifi_Integration_Intelliflo_Portfolio |
| Practifi - Integrations - Microsoft 365 Sync (Admin) | Practifi_Add_Ons_Microsoft_365_Sync_Administrator |
| Practifi - Integrations - Money Guide Pro API | Practifi_Integration_Money_Guide_Pro_API |
| Practifi - Integrations - Xplan User (Admin) | Practifi_Xplan_User_Administrator |
| Practifi - Integrations - Xplan User (View & Modify) | Practifi_Xplan_User_View_modify |
| Practifi - Integrations - Xplan User (View, Modify & Delete) | Practifi_Xplan_User_View_modify_delete |
Object & System Access
| Permission Set Name | API Name |
|---|---|
| Practifi - Object & System Access - Console | Practifi_Console_User |
| Practifi - Object & System Access - Custom Objects (Admin) | Custom_objects_fields_system_Administrator |
| Practifi - Object & System Access - Custom Objects (Read) | Custom_objects_fields_system_View |
| Practifi - Object & System Access - Custom Objects (Read & Edit) | Custom_objects_fields_system_View_modify |
| Practifi - Object & System Access - Custom Objects (Read, Edit & Delete) | Custom_objects_fields_system_View_modify_delete |
| Practifi - Object & System Access - Custom Objects (USA Overlay) | Custom_objects_fields_system_USA |
| Practifi - Object & System Access - Customer Community Objects | Custom_objects_fields_Customer_Community |
| Practifi - Object & System Access - Retirement Practifi (Admin) | Practifi_for_Retirement_Objects_fields_system_PFI_Administrator |
| Practifi - Object & System Access - Retirement Practifi (Read & Edit) | Practifi_for_Retirement_Objects_fields_system_PFI_Read_Edit |
| Practifi - Object & System Access - Retirement Practifi (Read, Edit & Delete) | Practifi_for_Retirement_Objects_fields_system_PFI_Read_Edit_Delete |
| Practifi - Object & System Access - Retirement Salesforce (Admin) | Practifi_for_Retirement_Objects_fields_system_SF_Administrator |
| Practifi - Object & System Access - Retirement Salesforce (Read & Edit) | Practifi_for_Retirement_Objects_fields_system_SF_Read_Edit |
| Practifi - Object & System Access - Retirement Salesforce (Read, Edit & Delete) | Practifi_for_Retirement_Objects_fields_system_SF_Read_Edit_Delete |
| Practifi - Object & System Access - Salesforce Objects (Admin) | Salesforce_objects_system_Administrator |
| Practifi - Object & System Access - Salesforce Objects (View) | Salesforce_objects_standard_view |
| Practifi - Object & System Access - Salesforce Objects (View & Modify) | Salesforce_objects_standard |
| Practifi - Object & System Access - Salesforce Objects (View, Modify & Delete) | Salesforce_objects_super |
| Practifi - Object & System Access - Tab Visibility Admin (Sentir) | Practifi_Settings_Esper |
| Practifi - Object & System Access - Tab Visibility (Custom) | Tab_Visibility_Custom |
| Practifi - Object & System Access - Tab Visibility (Sentir) | Tab_Visibility_Sentir |
| Practifi - Object & System Access - Tab Visibility (Standard) | Tab_Visibility_Standard |
Process & Task Administration
| Permission Set Name | API Name |
|---|---|
| Practifi - Process & Task Administration - Cancel Process | Practifi_Processes_Tasks_Cancel_Process |
| Practifi - Process & Task Administration - Modify Due Dates for Workflow Tasks | Practifi_Processes_Tasks_Modify_due_dates_for_workflow_tasks |
| Practifi - Process & Task Administration - Reopen Completed Workflow Tasks | Practifi_Processes_Tasks_Reopen_completed_workflow_tasks |
Record Administration
| Permission Set Name | API Name |
|---|---|
| Practifi - Record Administration - Access History | Objects_Fields_System_Access_History |
| Practifi - Record Administration - Deep Delete Records | Practifi_Deep_Delete_Records |
| Practifi - Record Administration - Delete Servicing Team Members | Practifi_Servicing_Team_Delete_Members |
| Practifi - Record Administration - Manage Servicing Team Members | Practifi_Servicing_Team_Manager |
| Practifi - Record Administration - Mass Edit Records | Practifi_Mass_Edit_Records |
| Practifi - Record Administration - Modify Stage History | Custom_objects_fields_system_Modify_Stage_History |
| Practifi - Record Administration - Reassign Records | Records_Reassign_records |
| Practifi - Record Administration - Set Audit Fields & Update with Inactive Owner | Practifi_Set_Audit_Fields_Update_with_Inactive_Owner |
Reports & Dashboards
| Permission Set Name | API Name |
|---|---|
| Practifi - Reports & Dashboards - Administrator | Reports_Dashboards_Administrator |
| Practifi - Reports & Dashboards - Create & modify | Reports_Dashboards_Create_modify |
| Practifi - Reports & Dashboards - Manage folders | Reports_Dashboards_Manage_folders |
| Practifi - Reports & Dashboards - Manage subscriptions | Reports_Dashboards_Manage_subscriptions |
Security & Sharing
| Permission Set Name | API Name |
|---|---|
| Practifi - Security & Sharing - Access Management | Practifi_Settings_Access_Management |
| Practifi - Security & Sharing - Create Public Links to Files | Practifi_Sharing_Create_public_links_to_files |
| Practifi - Security & Sharing - Enforce Two-Factor Authentication | Login_Enforce_two_factor_authentication |
| Practifi - Security & Sharing - Export Reports & Record Tables | Practifi_Sharing_Export_reports_record_tables |
| Practifi - Security & Sharing - Query All Files | Practifi_Query_All_Files |
| Practifi - Security & Sharing - Reset Passwords & Unlock Users | Login_Reset_passwords_unlock_users |
| Practifi - Security & Sharing - View Encrypted Data | Sharing_View_encrypted_data |
User Capabilities
| Permission Set Name | API Name |
|---|---|
| Practifi - User Capabilities - Active Form Summary Access | Active_Form_Summary_Access |
| Practifi - User Capabilities - Advisory | Practifi_Advisory |
| Practifi - User Capabilities - Authorized Representative Access | Objects_Fields_System_Authorized_Representative |
| Practifi - User Capabilities - Business Dev BDR | Practifi_Business_Dev_BDR |
| Practifi - User Capabilities - Business Dev Growth Manager | Practifi_Business_Dev_Growth_Manager |
| Practifi - User Capabilities - Business Dev Operations | Practifi_Business_Dev_Operations |
| Practifi - User Capabilities - Disable Critical Noticeboard Alerts | Practifi_Noticeboard_Disable_Critical_Alert_Level |
| Practifi - User Capabilities - Profitability | Practifi_Additional_Features_Profitability |
| Practifi - User Capabilities - Project Status Access | Project_Status_Access |
| Practifi - User Capabilities - Record Summary Access | Record_Summary_Access |
| Practifi - User Capabilities - Relationship Sentiment Access | Rel_Sentiment_Access |
| Practifi - User Capabilities - Security Check | Practifi_Additional_Features_Security_Check |
| Practifi - User Capabilities - Smart Notes Comment | Practifi_Additional_Features_Smart_Notes_Comment |
| Practifi - User Capabilities - Smart Notes Edit | Practifi_Additional_Features_Smart_Notes_Edit |
| Practifi - User Capabilities - Smart Notes View | Practifi_Additional_Features_Smart_Notes_View |
| Practifi - User Capabilities - Territory Management | Practifi_Additional_Features_Territory_Management |
| Practifi - User Capabilities - Time Tracking Profitability | Time_Tracking_Profitability |
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