Axsy Retail Execution Permission Sets 


There are two main Permission Sets for Axsy Retail Execution that can be assigned to users in Salesforce. To configure these settings in Salesforce, a Salesforce Administrator should navigate to Setup > Users > Users > Select a User > Edit Permission Sets


1. Axsy Rex Administrator - suitable for users who need to access Axsy Retail Execution on Salesforce 



2. Axsy Rex Mobile User - suitable for sales reps who need to run the Axsy Retail Execution app on a mobile device (iPhone, Android or Windows 10 device) 



Store Insights Permission Sets


There are four main Store Insights Permission Sets that can be assigned to users in Salesforce. To configure these settings in Salesforce, a Salesforce Administrator should navigate to Setup > Users > Users > Select a User > Edit Permission Sets


1. CG Analytics User & Einstein Analytics Plus User - required for users to view Store Insights in the Axsy Retail Execution App. 


2. CG Analytics Admin & Einstein Analytics Plus Admin - required for admins to create and view Store Insights in the Axsy Retail Execution App.