Assigning the Write Off Disbursements Permission Set

Salesforce

1. 1. Click on Setup

   

2. 2. Type "Permission "

   

3. 3. Click on Permission Sets

   

4. 4. Click on W

   

5. 5. Click on Write Off Disbursement from Matter

   

6. 6. Click on Manage Assignments

   

7. 7. Click on Add Assignment

   

8. 8. Select the Users that should receive this permission set

   

9. 9. Click on Next

   

10. 10. Click on Assign