1. Assigning the Correct Access in Proff Connect

After installing Proff Connect, you must complete three steps before any user can access the application. Skipping or doing these out of order is the most common cause of errors after installation.

STEP 1 Assign package licenses

Every user who needs access to Proff Connect must have a license assigned first.

Go to Setup → Installed Packages
Find Proff Connect and click Manage Licenses
Click Add Users, select the relevant users, and click Add

NOTE: Users without a license will not be able to see the Proff Connect app, even if they have been assigned a Permission Set Group.

Skip this part in sandbox.

STEP 2 Assign Permission Set Groups

Once licensed, assign the correct Permission Set Group to each user.

Go to Setup → Permission Set Groups
Open the desired group and click Manage Assignments
Click Add Assignments, select the users, and click Assign

Permission Set Group	Intended for
Proff Connect Admin Group	Administrators who manage setup, API token, settings, and field mapping
Proff Connect User Group	Users who search, create, sync, or view company and contact data

NOTE: Always assign the Permission Set Group, not the individual Permission Set. Future package upgrades automatically extend permissions to all users in the group.

STEP 3 Add Proff Connect Insight Data

This step is mandatory and easy to miss. During installation, a post-install script automatically creates the Proff Connect Insight Data permission set in your org. This grants the CRUD access required for Company Insight and Contact Insight objects.

You must manually add it to both Permission Set Groups.

WARNING: Without this step, users will not be able to access Company Insight or Contact Insight data — even if all other permissions are correctly assigned. This is the single most common setup issue.

How to add it:

Go to Setup → Permission Set Groups
Open Proff Connect User Group
Click Permission Sets in Group → Add Permission Set
Find and select Proff Connect Insight Data, then click Add
Repeat for Proff Connect Admin Group

Verify access

After adding the permission set to both groups, verify that it has the correct access — especially Read on Account and Contact. If users still cannot see Company Insight or Contact Insight data, use the verification guide: Verify Proff Connect Insight Data access

Permission set overview

Permission Set	Included in group	Description
Proff Connect Admin	Admin Group	Full access including token management, settings, and field mapping
Proff Connect User	User Group	Access to all user-facing features
Proff Connect Insight Data	ADD MANUALLY	CRUD access to Company and Contact Insight objects — required for all users
Proff Connect Create Account Manually	OPTIONAL	Shows the "Create Manually" button in Company Search

Checklist before moving on

Status	Task
TODO	Package licenses assigned to all users
TODO	Proff Connect Admin Group assigned to admin users
TODO	Proff Connect User Group assigned to all other users
TODO	Proff Connect Insight Data added to both Permission Set Groups
TODO	Verify Proff Connect Insight Data access

Once all four are done, proceed to Step 3 — Add your API token.

Optional — control specific feature access

Two custom permissions let you control access to sensitive actions:

Create Account Manually — Shows or hides the "Create Manually" button in the Company Search component. Without it, users can only create accounts via the Proff search flow, which keeps CRM data clean and verified.

Remove Token — Shows or hides the "Remove Token" button in Authentication Setup. Only your primary Proff Connect administrator should have this.

→ To restrict specific permissions for a subset of users: How to Restrict Access (Muting Permission Sets)