Permission Sets
The app includes the Touchpoint Access permission set. Assign it to all users who interact with the Cleot Attribution App.
Touchpoint Access
Who needs it: All users — admins, marketing, and sales.
Object Access
| Object | Create | Read | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
| Touchpoint | Yes | Yes | Yes | Yes | Yes | Yes |
| Attribution Model | Yes | Yes | Yes | Yes | Yes | Yes |
| Campaign Config | Yes | Yes | Yes | Yes | Yes | Yes |
| Campaign Member Config | Yes | Yes | Yes | Yes | Yes | Yes |
| Stage Tracker Config | Yes | Yes | Yes | Yes | Yes | Yes |
| Filter Rule | Yes | Yes | Yes | Yes | Yes | Yes |
| Filter Group | Yes | Yes | Yes | Yes | Yes | Yes |
| Filter Criterion | Yes | Yes | Yes | Yes | Yes | Yes |
Field Access
All custom fields on the objects above are included with Read and Edit access, with one exception:
- Attribution Weight on Touchpoint: Read only. This field is calculated by the attribution engine and should not be manually edited.
Tab Access
The following tabs are made visible:
- Attribution Configuration — The main admin page for models, filter rules, backfill, and stage tracking
- Attribution Model — Attribution model records
Assignment Recommendations
| User Role | Touchpoint Access |
|---|---|
| System Administrator | Yes |
| Marketing Manager | Yes |
| Marketing Operations | Yes |
| Sales Representative | Yes |
| Sales Manager | Yes |
| Executive (report viewer) | Yes |