Please note: The relabeling described in this article is effective as of our Mencia release. If your Practifi instance has not yet been upgraded to Mencia, your permission sets will still show their previous labels.
Overview
Starting with the Mencia release, Practifi's permission sets have new labels and are organized into consistent categories, including Apps & APIs, Additional Features, Feature Administration, Integrations, Object & System Access, Process & Task Administration, Record Administration, Security & Sharing, and User Capabilities. The new labels describe what each permission set does, so the right one is easier to find when assigning permissions. For example, "Practifi - Deliverables User" is now "Practifi - Additional Features - Deliverables".
In total, 112 permission set labels have been renamed under this new category-based naming convention.
Please note: Only the labels have been modified. The underlying API names are unchanged, so existing user assignments, integrations, and automations are unaffected, and no reassignment is needed. If your firm has already given one of these permission sets a custom label of its own, that custom label is preserved — the upgrade only relabels permission sets that are still using the original Practifi name.
Impact
No admin action is required; these changes are applied automatically when your Practifi instance is upgraded to Mencia. However, if your firm references permission sets by name in internal documentation, training materials, or process guides, we recommend updating those references to the new labels.
Updated Permission Set Labels
The tables below are organized by category and list every permission set whose label changed in the Mencia release, along with its unchanged API name for reference.
Additional Features
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi - Chat | Practifi - Additional Features - Chat | Practifi_Chat |
| Practifi - Deliverables User | Practifi - Additional Features - Deliverables | Practifi_Deliverable_Feature |
| Practifi - Envestnet | Practifi - Additional Features - Envestnet | Practifi_Integration_Envestnet |
| Practifi - Follow-up Assistant | Practifi - Additional Features - Follow-up Assistant | Practifi_Follow_Up_Assistant |
| Practifi - Additional Features - Goal | Practifi - Additional Features - Goals | Practifi_Goal_Feature |
| Practifi - Additional Features - Income/Expense | Practifi - Additional Features - Income & Expenses | Practifi_Income_Expense_Feature |
| Practifi - Additional Features - Installments | Practifi - Additional Features - Installments | Practifi_Installment_Feature |
| Practifi - Add-Ons - Microsoft 365 Sync User | Practifi - Additional Features - Microsoft 365 Sync User | Practifi_Add_Ons_Microsoft_365_Sync_User |
| Practifi - Money Guide Pro | Practifi - Additional Features - Money Guide Pro | Practifi_Integration_Money_Guide_Pro_Integration |
| Practifi Notetaker | Practifi - Additional Features - Notetaker | Practifi_Notetaker |
| Practifi Notetaker - Meetings | Practifi - Additional Features - Notetaker (Meetings Digest) | Practifi_Notetaker_Meetings |
| Practifi - Pershing | Practifi - Additional Features - Pershing | Practifi_Integration_Pershing |
| Practifi - Additional Features - Policy | Practifi - Additional Features - Policies | Practifi_Policy_Feature |
| Practifi - Additional Features - Policy Coverage | Practifi - Additional Features - Policy Coverage | Practifi_Policy_Coverage_Feature |
| Practifi - Add-Ons - Promote User | Practifi - Additional Features - Promote User | Add_Ons_Promote_User |
| Practifi - Risk Profile | Practifi - Additional Features - Risk Profile | Practifi_Risk_Profile_Feature |
| Practifi - Schwab | Practifi - Additional Features - Schwab | Practifi_Integration_Schwab |
| Practifi - Smart Component Builder | Practifi - Additional Features - Smart Component Builder | Smart_Component_Builder |
| Practifi - Time Tracking - User | Practifi - Additional Features - Time & Cost Tracking | Time_Tracking_User |
| Practifi - eMoney User | Practifi - Additional Features - eMoney | Practifi_Emoney_User |
Apps & APIs
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi API | Practifi - Apps & APIs - API | Practifi_API |
| Practifi - Assigned Apps - Advisor | Practifi - Apps & APIs - Advisor | Practifi_Assigned_Apps_Advisor |
| Practifi - Assigned Apps - All | Practifi - Apps & APIs - All | Assigned_Apps_All |
| Practifi - Assigned Apps - Business Dev | Practifi - Apps & APIs - Business Dev | Practifi_Assigned_Apps_Business_Dev |
| Practifi - Assigned Apps - Claims | Practifi - Apps & APIs - Claims | Practifi_Assigned_Apps_Claims |
| Practifi - Assigned Apps - Client Service | Practifi - Apps & APIs - Client Service | Practifi_Assigned_Apps_Client_Service |
| Practifi - Assigned Apps - Complaints | Practifi - Apps & APIs - Complaints | Practifi_Assigned_Apps_Complaints |
| Practifi - Assigned Apps - Compliance | Practifi - Apps & APIs - Compliance | Practifi_Assigned_Apps_Compliance |
| Practifi - Assigned Apps - Contact Centre | Practifi - Apps & APIs - Contact Centre | Practifi_Assigned_Apps_Contact_Centre |
| Practifi - Assigned Apps - Data Management | Practifi - Apps & APIs - Data Management | Practifi_Assigned_Apps_Data_Management |
| Practifi - Assigned Apps - Employer Relations | Practifi - Apps & APIs - Employer Relations | Practifi_Assigned_Apps_Employers |
| Practifi - Assigned Apps - Import Center | Practifi - Apps & APIs - Import Center | Practifi_Assigned_Apps_ImportCenter |
| Practifi - Assigned Apps - Management | Practifi - Apps & APIs - Management | Practifi_Assigned_Apps_Management |
| Practifi - Assigned Apps - Management (Retirement) | Practifi - Apps & APIs - Management (Retirement) | Practifi_Assigned_Apps_Management_Retirement |
| Practifi - Assigned Apps - Marketing | Practifi - Apps & APIs - Marketing | Practifi_Assigned_Apps_Marketing |
| Practifi - Assigned Apps - Marketing (Retirement) | Practifi - Apps & APIs - Marketing (Retirement) | Practifi_Assigned_Apps_Marketing_Retirement |
| Practifi - Assigned Apps - Member Services | Practifi - Apps & APIs - Member Services | Practifi_Assigned_Apps_Member_Services |
| Practifi - Mobile API | Practifi - Apps & APIs - Mobile API | Mobile_API |
| Practifi - Mobile App - Team Member | Practifi - Apps & APIs - Mobile App (Team Member) | Mobile_App_Team_Member |
| Practifi - Assigned Apps - Settings | Practifi - Apps & APIs - Settings | Practifi_Assigned_Apps_Settings |
| Practifi - Assigned Apps - Team Member | Practifi - Apps & APIs - Team Member | Practifi_Assigned_Apps_Team_Member |
| Practifi - Assigned Apps - Team Member Mobile | Practifi - Apps & APIs - Team Member Mobile | Practifi_Assigned_Apps_Team_Member_Mobile |
| Practifi - Assigned Apps - Welcome App | Practifi - Apps & APIs - Welcome App | Practifi_Assigned_Apps_Welcome_App |
Feature Administration
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi - Deliverables - Manage Exceptions | Practifi - Feature Administration - Manage Deliverable Exceptions | Practifi_Deliverable_Manage_Exceptions |
| Practifi - Deliverables - Manage Deliverable Settings | Practifi - Feature Administration - Manage Deliverable Settings | Practifi_Deliverable_Manage_Deliverable_Settings |
| Practifi - Manage Encryption | Practifi - Feature Administration - Manage Encryption | Practifi_Manage_Encryption |
| Practifi - Entity Management Admin | Practifi - Feature Administration - Manage Entity Management | Entity_Management_Admin |
| Practifi - Feed - Manage groups | Practifi - Feature Administration - Manage Feed Groups | Feed_Manage_groups |
| Practifi - Feed - Manage posts | Practifi - Feature Administration - Manage Feed Posts | Feed_Manage_posts |
| Practifi - Import Center Admin | Practifi - Feature Administration - Manage Import Center | Practifi_Import_Center_Admin |
| Practifi - Intelligence Settings - Administrator | Practifi - Feature Administration - Manage Intelligence Settings | Practifi_Intelligence_Settings_Administrator |
| Practifi - Risk Profile - Administrator | Practifi - Feature Administration - Manage Risk Profile | Practifi_Risk_Profile_Administrator |
| Practifi - Manage Rules | Practifi - Feature Administration - Manage Rules | Practifi_Manage_Rules |
| Practifi - Smart Notes Admin | Practifi - Feature Administration - Manage Smart Notes | Practifi_Additional_Features_Smart_Notes_Admin |
| Practifi - Smart Notes Content Manager | Practifi - Feature Administration - Manage Smart Notes Templates | Practifi_Additional_Features_Smart_Notes_Template_Manager |
| Practifi - Manage Topics | Practifi - Feature Administration - Manage Topics | Manage_Topics |
| Practifi - Rollups - Run & modify | Practifi - Feature Administration - Run & Modify Rollups | Rollups_Run_modify |
Integrations
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi - Integrations - Addepar User | Practifi - Integrations - Addepar (User) | Practifi_Integration_Addepar |
| Practifi - Integration - Constant Contact | Practifi - Integrations - Constant Contact | Practifi_Integration_Constant_Contact |
| Practifi - Add-Ons - Microsoft 365 Sync Administrator | Practifi - Integrations - Microsoft 365 Sync (Admin) | Practifi_Add_Ons_Microsoft_365_Sync_Administrator |
| Practifi - Money Guide Pro API | Practifi - Integrations - Money Guide Pro API | Practifi_Integration_Money_Guide_Pro_API |
| Practifi - Xplan User - Administrator | Practifi - Integrations - Xplan User (Admin) | Practifi_Xplan_User_Administrator |
| Practifi - Xplan User - View & modify | Practifi - Integrations - Xplan User (View & Modify) | Practifi_Xplan_User_View_modify |
| Practifi - Xplan User - View, modify & delete | Practifi - Integrations - Xplan User (View, Modify & Delete) | Practifi_Xplan_User_View_modify_delete |
Object & System Access
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi - Console User | Practifi - Object & System Access - Console | Practifi_Console_User |
| Practifi - Custom Objects, Fields & System - Administrator | Practifi - Object & System Access - Custom Objects (Admin) | Custom_objects_fields_system_Administrator |
| Practifi - Custom Objects, Fields & System - Read & Edit | Practifi - Object & System Access - Custom Objects (Read & Edit) | Custom_objects_fields_system_View_modify |
| Practifi - Custom Objects, Fields & System - Read | Practifi - Object & System Access - Custom Objects (Read) | Custom_objects_fields_system_View |
| Practifi - Custom Objects, Fields & System - Read, Edit & Delete | Practifi - Object & System Access - Custom Objects (Read, Edit & Delete) | Custom_objects_fields_system_View_modify_delete |
| Practifi - Custom Objects, Fields & System - USA | Practifi - Object & System Access - Custom Objects (USA Overlay) | Custom_objects_fields_system_USA |
| Practifi - Custom objects and fields - Customer Community | Practifi - Object & System Access - Customer Community Objects | Custom_objects_fields_Customer_Community |
| Practifi for Retirement - Objects, fields & system (PFI) - Administrator | Practifi - Object & System Access - Retirement Practifi (Admin) | Practifi_for_Retirement_Objects_fields_system_PFI_Administrator |
| Practifi for Retirement - Objects, fields & system (PFI) - Read & Edit | Practifi - Object & System Access - Retirement Practifi (Read & Edit) | Practifi_for_Retirement_Objects_fields_system_PFI_Read_Edit |
| Practifi for Retirement - Objects, fields & system (PFI) - Read, Edit & Delete | Practifi - Object & System Access - Retirement Practifi (Read, Edit & Delete) | Practifi_for_Retirement_Objects_fields_system_PFI_Read_Edit_Delete |
| Practifi for Retirement - Objects, fields & system (SF) - Administrator | Practifi - Object & System Access - Retirement Salesforce (Admin) | Practifi_for_Retirement_Objects_fields_system_SF_Administrator |
| Practifi for Retirement - Objects, fields & system (SF) - Read & Edit | Practifi - Object & System Access - Retirement Salesforce (Read & Edit) | Practifi_for_Retirement_Objects_fields_system_SF_Read_Edit |
| Practifi for Retirement - Objects, fields & system (SF) - Read, Edit & Delete | Practifi - Object & System Access - Retirement Salesforce (Read, Edit & Delete) | Practifi_for_Retirement_Objects_fields_system_SF_Read_Edit_Delete |
| Practifi - Salesforce objects & system - Administrator | Practifi - Object & System Access - Salesforce Objects (Admin) | Salesforce_objects_system_Administrator |
| Practifi - Salesforce objects & system - View & modify | Practifi - Object & System Access - Salesforce Objects (View & Modify) | Salesforce_objects_standard |
| Practifi - Salesforce objects & system - View | Practifi - Object & System Access - Salesforce Objects (View) | Salesforce_objects_standard_view |
| Practifi - Salesforce objects & system - View, modify & delete | Practifi - Object & System Access - Salesforce Objects (View, Modify & Delete) | Salesforce_objects_super |
| Practifi - Tab Visibility - Custom | Practifi - Object & System Access - Tab Visibility (Custom) | Tab_Visibility_Custom |
| Practifi - Tab Visibility - Standard | Practifi - Object & System Access - Tab Visibility (Standard) | Tab_Visibility_Standard |
Process & Task Administration
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi - Processes & Tasks - Cancel Process | Practifi - Process & Task Administration - Cancel Process | Practifi_Processes_Tasks_Cancel_Process |
| Practifi - Processes & Tasks - Modify due dates for workflow tasks | Practifi - Process & Task Administration - Modify Due Dates for Workflow Tasks | Practifi_Processes_Tasks_Modify_due_dates_for_workflow_tasks |
| Practifi - Processes & Tasks - Reopen completed workflow tasks | Practifi - Process & Task Administration - Reopen Completed Workflow Tasks | Practifi_Processes_Tasks_Reopen_completed_workflow_tasks |
Record Administration
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi - Objects, fields & system - Access History | Practifi - Record Administration - Access History | Objects_Fields_System_Access_History |
| Practifi - Deep Delete Records | Practifi - Record Administration - Deep Delete Records | Practifi_Deep_Delete_Records |
| Practifi - Servicing Team - Delete Members | Practifi - Record Administration - Delete Servicing Team Members | Practifi_Servicing_Team_Delete_Members |
| Practifi - Mass Edit Records | Practifi - Record Administration - Mass Edit Records | Practifi_Mass_Edit_Records |
| Practifi - Custom objects, fields & system - Modify Stage History | Practifi - Record Administration - Modify Stage History | Custom_objects_fields_system_Modify_Stage_History |
| Practifi - Records - Reassign records | Practifi - Record Administration - Reassign Records | Records_Reassign_records |
| Practifi - Set Audit Fields & Update with Inactive Owner | Practifi - Record Administration - Set Audit Fields & Update with Inactive Owner | Practifi_Set_Audit_Fields_Update_with_Inactive_Owner |
Security & Sharing
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi - Sharing - Create public links to files | Practifi - Security & Sharing - Create Public Links to Files | Practifi_Sharing_Create_public_links_to_files |
| Practifi - Login - Enforce two-factor authentication | Practifi - Security & Sharing - Enforce Two-Factor Authentication | Login_Enforce_two_factor_authentication |
| Practifi - Sharing - Export reports & record tables | Practifi - Security & Sharing - Export Reports & Record Tables | Practifi_Sharing_Export_reports_record_tables |
| Practifi - Query All Files | Practifi - Security & Sharing - Query All Files | Practifi_Query_All_Files |
| Practifi - Login - Reset passwords & unlock users | Practifi - Security & Sharing - Reset Passwords & Unlock Users | Login_Reset_passwords_unlock_users |
| Practifi - Sharing - View encrypted data | Practifi - Security & Sharing - View Encrypted Data | Sharing_View_encrypted_data |
User Capabilities
| Old Label | New Label | API Name (unchanged) |
|---|---|---|
| Practifi - Advisory | Practifi - User Capabilities - Advisory | Practifi_Advisory |
| Practifi - Objects, fields & system - Authorized Representative | Practifi - User Capabilities - Authorized Representative Access | Objects_Fields_System_Authorized_Representative |
| Practifi - Business Dev - BDR | Practifi - User Capabilities - Business Dev BDR | Practifi_Business_Dev_BDR |
| Practifi - Business Dev - Growth Manager | Practifi - User Capabilities - Business Dev Growth Manager | Practifi_Business_Dev_Growth_Manager |
| Practifi - Business Dev - Operations | Practifi - User Capabilities - Business Dev Operations | Practifi_Business_Dev_Operations |
| Practifi - Noticeboard - Disable Critical Alert Level | Practifi - User Capabilities - Disable Critical Noticeboard Alerts | Practifi_Noticeboard_Disable_Critical_Alert_Level |
| Practifi - Additional Features - Profitability | Practifi - User Capabilities - Profitability | Practifi_Additional_Features_Profitability |
| Practifi - Additional Features - Security Check | Practifi - User Capabilities - Security Check | Practifi_Additional_Features_Security_Check |
| Practifi - Smart Notes Comment | Practifi - User Capabilities - Smart Notes Comment | Practifi_Additional_Features_Smart_Notes_Comment |
| Practifi - Smart Notes Edit | Practifi - User Capabilities - Smart Notes Edit | Practifi_Additional_Features_Smart_Notes_Edit |
| Practifi - Smart Notes View | Practifi - User Capabilities - Smart Notes View | Practifi_Additional_Features_Smart_Notes_View |
| Practifi - Additional Features - Territory Management | Practifi - User Capabilities - Territory Management | Practifi_Additional_Features_Territory_Management |
| Practifi - Time Tracking - Profitability | Practifi - User Capabilities - Time Tracking Profitability | Time_Tracking_Profitability |
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