Growth Suite Admin Panel User Management Configuration Guide

Overview

Growth Suite Admin on Salesforce Platform is a one-stop-shop that consolidates access to all tools that System Administrators rely on to administer and configure the Growth solution in your organization and also simplifies User Management, providing a more straightforward experience and saving time. It offers a streamlined user interface to manage Growth and GovSearchAI users, with a clear view of total available/used licenses and the ability to rapidly search for users and assign/remove Admin and End User licenses.

Audience

• Salesforce Administrators

• IT Support

Prerequisites

• Ensure that Growth Suite - Platform Edition is already installed and configured. The version of this package must be 2025.1 or higher.

• To know how to create a new User and assign Permission Sets or Profiles to them, refer to the User Profiles Configuration Guide.

Configure Custom Metadata Types for User Management

1. Click the gear icon and select Setup.
   

2. Go to Custom Metadata Types using Setup search.

3. Click Manage Records against Growth OOB Admin Panel User License.
   

4. Click New.
   

5. Enter Label as Grant All Admin Permissions and Growth OOB Admin Panel User License Name and API Name as Grant_All_Admin_Permissions, select the Is Active and Is Admin checkboxes, and click Save.

   Note

   Ensure that you select the Is Admin checkbox only if a record is to be applicable to Administrators only.

   Grant All Admin Permissions Custom Metadata Type record is created.

6. Similarly, you can create other Custom Metadata Type records, as per your requirement.

Configure Growth Suite Admin

User Management

1. Go to Growth Suite Admin, then go to Quick Links, and click User Management.
   Growth User Management opens.

2. Click Add Admin User.
   

3. Select an Admin User and click Add.
   Admin User is added to the Growth Suite product.

   Note

   The blue person icon that displays in the TM Licenses column for this user indicates that the user is an Admin User.

4. Similarly, click Add User and select a User to be added as an End User to the Growth Suite product.
   End User is added to the Growth Suite product.

5. You can also select any user and click Remove User to remove the selected user from the Growth Suite product.
   A confirmation message displays.

6. Click OK.
   Selected user is removed from the Growth Suite product.

License Keys

1. Go to License Keys and click the Edit icon against Growth.
   

2. Enter the Growth Product Key and click Save.
   

3. Similarly, you can enter the GSAI Product Key.