Granting Permissions to AddressTools Premium Users

Applies to: AddressTools v10.2 and later.

Overview

With AddressTools installed in your org, you need to grant users the correct permissions before they can use the solution. AddressTools uses Salesforce Permission Sets to control access to its features, custom objects, and fields.

This article explains which permission sets to assign and how they work together.

Permission Sets

AddressTools ships with two core permission sets and a set of granular address field permission sets.

Core Permission Sets

Admin User grants full create, read, update, and delete access to all AddressTools custom objects, plus access to the AddressTools Administration and Batch Address Verification tabs.

Standard User grants read-only access to AddressTools reference data (countries, states, time zones, ZIP codes) and access to the interactive address features.

Note: Users assigned the Admin User permission set should also be assigned Standard User to ensure access to all runtime functionality.

Address Field Edit Permission Sets

AddressTools adds custom fields (Address Status and County) to standard objects. To allow users to edit these fields, assign the relevant permission sets for the address types they work with:

Assign only the permission sets relevant to each user’s role. For example, a sales user working with Leads and Accounts may only need the Lead and Account permission sets.

Assigning Permission Sets

We recommend deploying AddressTools permissions using Permission Set Groups. This allows you to bundle the core permission set with the relevant address field edit sets into a single assignable group per user role – simplifying ongoing user management.

Using Permission Set Groups (Recommended)

1. Navigate to Setup > Permission Set Groups.
2. Create a new Permission Set Group (e.g. “AddressTools Standard Users”).
3. Add the relevant permission sets to the group (see Recommended Assignments below).
4. Assign the group to users.

This approach ensures consistent permissions across your user base and makes it straightforward to add or remove access as your requirements change.

Recommended Assignments

Assigning Individual Permission Sets

If you prefer to assign permission sets individually:

1. Navigate to Setup > Users > Permission Sets.
2. Select the permission set you want to assign.
3. Click Manage Assignments, then Add Assignment.
4. Select the users and click Assign.

License Allocation

After installing AddressTools in production, a managed package license must be allocated to each user before they can access package features.

To manage licenses:

1. Navigate to Setup > Installed Packages.
2. Find AddressTools and click Manage Licenses.
3. Add the users who require access.

Note: In a sandbox environment, this step can be skipped as a site license is applied automatically.

API Enabled Requirement

Users who need to use the interactive address features (type-ahead search and address verification) require the API Enabled permission on their profile. This is standard on most Salesforce licenses but may need to be enabled for certain user types.

Notes

• The permission set labelled “AddressTools Premium Standard User (Deprecated)” (AddressToolsPremiumStandardUser) is a legacy permission set from an earlier version. Use AddressToolsPremiumStdUser instead.
• Guest users are not supported by the packaged permission sets. If you require guest user access, create a custom permission set granting read access to the AddressTools custom objects and Apex classes prefixed with pw_ccpro__.