Assign Fours Permission Sets to Your Team

Assign the correct Fours permission set to each person on your team so they see the right Fours tabs and action buttons in Salesforce.

Overview

Fours permission sets work like job roles for the Fours App. Each set controls two things:

• Which Fours tabs are visible — for example, the Offers tab or the Referrals tab.
• Which action buttons appear — for example, the New Offer or New Co-Sell button on an opportunity record.

Every person who uses the Fours App needs at least one permission set assigned to them. Without one, they won’t see any Fours buttons or tabs.

For full permissions details, see Custom Permissions.

Prerequisites

• The Fours App must already be installed in your Salesforce org. See Salesforce Integration.
• You need Salesforce Administrator access to assign permission sets.

Step 1: Find the Right Permission Set for Each Person

Use the tables below to pick the right permission set based on what each person needs to do.

For Most Users — Start Here

For Cloud-Specific Access

Use these if a team member should only work with one cloud provider — for example, an AWS-focused rep who should not see Azure or GCP records.

Marketplace (offers and entitlements)

Snowflake and Oracle have their own marketplace sets as well — see the full catalog in Permission Sets.

Co-sell (referrals)

For the Integration User Only

Step 2: Assign the Permission Set

Repeat these steps for each person who needs access to the Fours App.

1. In Salesforce, click the Gear icon (⚙️) → Setup.
2. In the Quick Find box, type Permission Sets and select Permission Sets.
3. All Fours permission sets start with the word Fours — scroll or search to find the one you want to assign.
4. Click the permission set name to open it.
5. Click Manage Assignments.
6. Click Add Assignments.
7. Find and select the user you want to assign it to.
8. Click Assign.

Step 3: Verify the Assignment Worked

Ask the user to log in to Salesforce and open a Salesforce opportunity record. They should see the Fours widget on the page with the buttons that match their permission set.

For example:

• A user with Fours User - Marketplace should see a New Offer button but no New Co-Sell button.
• A user with Fours User - Cosell should see a New Co-Sell button but no New Offer button.
• A user with Fours User should see both.

If the right buttons are not showing, see the troubleshooting section below.

Troubleshooting

Frequently Asked Questions

Can I assign more than one Fours permission set to the same user?

Yes. For example, you can assign both Fours Marketplace - AWS and Fours Cosell - AWS to give a user full AWS access for both offers and referrals without giving them access to Azure or GCP.

What happens if I assign Fours Integrator to a regular user by mistake?

They will gain access to Fours Settings and all system-level features. Remove the permission set immediately and replace it with the appropriate user-facing permission set.

A user is a Salesforce System Administrator — do they need a Fours permission set?

No. System Administrators automatically have full access to all Fours features regardless of which permission sets are assigned.

I assigned the right permission set but the user still can’t create offers for a specific cloud. What’s wrong?

Check whether they have a cloud-specific permission set instead of a generic one. For example, Fours Marketplace - AWS only shows AWS products when creating an offer. If they need to create offers across multiple clouds, assign Fours User - Marketplace or Fours User instead.

What is the difference between Fours User - Marketplace and Fours User - Cosell?

Marketplace covers offers, entitlements, buyers, companies, and products. Co-sell covers referrals. They are separate because some teams — like a dedicated co-sell team — only need one and not the other. If a user needs both, assign Fours User.