Permission Sets
Novigem ships with two permission sets. Assign them after installation via Setup > Permission Sets.
Novigem User
For everyone who participates in challenges: sales reps, CSMs, support agents, anyone earning points.
Users can view challenges, badges, and rules (read-only), their own challenge progress, their own point history in the ledger, their own badge awards, and the leaderboard. They can also subscribe to the Challenge Celebration platform event.
Tabs visible: Challenges, Badges.
Users cannot create, edit, or delete challenges, badges, or rules, and cannot access the Admin Console or settings.
Novigem Admin
For system administrators and program owners who build and manage the gamification program.
Admins get everything in Novigem User, plus the ability to create, edit, and delete Challenges, Rules, and Badges; view and edit all users’ progress and ledger entries; access the Admin Console (protected by the Novigem_Admin_Access custom permission); manage configuration settings; and view the configuration audit log.
Tabs visible: Challenges, Rules, Badges, Badge Awards, Ledger Entries, Challenge Progress, Novigem Admin.
Admins should have both permission sets assigned. Novigem Admin adds capabilities on top of Novigem User; it does not replace it.
Assignment
- Go to Setup > Permission Sets
- Open Novigem Admin, click Manage Assignments, add your admins
- Open Novigem User, click Manage Assignments, add your end users
- Admins need both; assign Novigem User to them as well
The Novigem_Admin_Access custom permission
Access to the Admin Console is gated by a custom permission called Novigem_Admin_Access. It is included in Novigem Admin automatically. If you need to give someone access to the admin area without the full Novigem Admin permission set, you can assign this custom permission independently.
See also
- Installation: full setup steps including permission set assignment
- Troubleshooting: component visibility issues are often a missing permission set