Assigning the Correct Access in Proff Connect
How to assign package licenses and permission set groups for Proff Connect users.
After installing Proff Connect, you must complete three steps before any user can access the application. Skipping or doing these out of order is the most common cause of errors after installation.
STEP 1 — Assign package licenses
Every user who needs access to Proff Connect must have a license assigned first.
- Go to Setup → Installed Packages
- Find Proff Connect and click Manage Licenses
- Click Add Users, select the relevant users, and click Add
Note
Users without a license will not be able to see the Proff Connect app, even if they have been assigned a Permission Set Group.
Skip this part in sandbox.
STEP 2 — Assign Permission Set Groups
Once licensed, assign the correct Permission Set Group to each user.
- Go to Setup → Permission Set Groups
- Open the desired group and click Manage Assignments
- Click Add Assignments, select the users, and click Assign
| Permission Set Group | Intended for |
|---|---|
| Proff Connect Admin Group | Administrators who manage setup, API token, settings, and field mapping |
| Proff Connect User Group | Users who search, create, sync, or view company and contact data |
Note
Always assign the Permission Set Group, not the individual Permission Set. Future package upgrades automatically extend permissions to all users in the group.
STEP 3 — Add Proff Connect Insight Data
This step is mandatory and easy to miss. During installation, a post-install script automatically creates the Proff Connect Insight Data permission set in your org. This grants the CRUD access required for Company Insight and Contact Insight objects.
You must manually add it to both Permission Set Groups.
Important
Without this step, users will not be able to access Company Insight or Contact Insight data — even if all other permissions are correctly assigned. This is the single most common setup issue.
How to add it:
- Go to Setup → Permission Set Groups
- Open Proff Connect User Group
- Click Permission Sets in Group → Add Permission Set
- Find and select Proff Connect Insight Data, then click Add
- Repeat for Proff Connect Admin Group
Permission Set Overview
| Permission Set | Included in group | Description |
|---|---|---|
| Proff Connect Admin | Admin Group | Full access including token management, settings, and field mapping |
| Proff Connect User | User Group | Access to all user-facing features |
| Proff Connect Insight Data | ADD MANUALLY | CRUD access to Company and Contact Insight objects — required for all users |
| Proff Connect Create Account Manually | OPTIONAL | Shows the "Create Manually" button in Company Search |
Checklist Before Moving On
| Status | Task |
|---|---|
| TODO | Package licenses assigned to all users |
| TODO | Proff Connect Admin Group assigned to admin users |
| TODO | Proff Connect User Group assigned to all other users |
| TODO | Proff Connect Insight Data added to both Permission Set Groups |
Once all four are done, proceed to Step 2 — Add your API token.
Optional — Control Specific Feature Access
Two custom permissions let you control access to sensitive actions:
Create Account Manually — Shows or hides the "Create Manually" button in the Company Search component. Without it, users can only create accounts via the Proff search flow, which keeps CRM data clean and verified.
Remove Token — Shows or hides the "Remove Token" button in Authentication Setup. Only your primary Proff Connect administrator should have this.
→ To restrict specific permissions for a subset of users: How to Restrict Access (Muting Permission Sets)
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