FAQ: How to Assign the Currency_Updater_Setup Permission Set

Overview

The Currency_Updater_Setup permission set grants users access to:

• The Setup tab of Currency Updater Pro

• Application logs (including batch and update logs)

• Configuration screens required to manage exchange rate updates

Without this permission set, users may not see the application or may be unable to access logs and configuration components.

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When Should You Assign This Permission?

You should assign Currency_Updater_Setup to:

• Salesforce Admins configuring the app

• Users responsible for monitoring exchange rate logs

• Support or Finance users who need visibility into update activity

You do not need to assign it to end users who only consume calculated exchange rates.

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How to Assign the Permission Set (Lightning Experience)

Follow these steps:

1. Go to Setup

2. In the Quick Find box, search for Permission Sets

3. Click Permission Sets

4. Select Currency_Updater_Setup

5. Click Manage Assignments

6. Click Add Assignments

7. Select the users who require access

8. Click Assign

9. Click Done

That’s it — users will now have access to the Setup tab and logs.

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Assign to Multiple Users at Once

To assign to multiple users in bulk:

1. Go to Setup → Permission Sets

2. Open Currency_Updater_Setup

3. Click Manage Assignments

4. Click Add Assignments

5. Filter or select multiple users

6. Click Assign

For large organizations, this can also be automated using:

• Data Loader (PermissionSetAssignment object)

• Apex scripts (bulk-safe approach recommended for ISV environments)

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Troubleshooting

The app is not visible

Ensure:

• The user has the Currency_Updater_Setup permission set

• The user has access to the Currency Updater Pro app

• The correct edition is installed (Free vs Professional+)

User can see the app but not logs

Confirm:

• The permission set is assigned

• No custom profile restrictions override access

• FLS/CRUD has not been restricted by additional security layers