Before proceeding, ensure you have installed Chargent and assigned licenses to your users (licenses are not required in sandbox orgs). To view, create, and update records in Chargent, you must assign the correct permissions to your administrators, internal users, community users, and guest users.
Note: Starting with Chargent version 7.50, Chargent uses role-based Permission Set Groups to simplify permission assignment. We recommend updating Chargent to gain access to Chargent’s Permission Set Groups.
If you are on an older version of Chargent, see our legacy Permission Set assignment process.
What are Permission Set Groups? #
Permission Set Groups represent a collection of task-based Permission Sets. These Permission Sets are combined to create a group that can easily be assigned to a user based on their role. Permission Set Groups take the guesswork out of user management, allowing administrators to spend less time granting or revoking user permissions.
For more information, see Permission Set Groups.
Chargent Permission Set Group Roles #
Chargent’s Permission Set Groups are based on roles requiring Chargent access. We’ve included four Permission Set Groups based on the following roles:
Chargent Admin User
The Chargent Admin User has the broadest access to Chargent’s objects, fields, Apex Classes, and Visualforce pages to allow them to manage and configure Chargent. Ensure you assign the Chargent Admin User Permission Set Group to all users administrating Chargent.
Chargent Standard User
The Chargent Standard User represents the internal user taking payments from customers using Chargent. This includes users sending Payment Requests, using the Payment Console to take payments in Chargent, or viewing and modifying fields on various Chargent objects.
Chargent Community User
The Chargent Community User is an authenticated customer, accessing Chargent’s objects and fields via an Experience Cloud site. This user will typically access Chargent via our Take Payment component, providing a self-service option for taking payments.
Chargent Guest User
The Chargent Guest User represents an unauthenticated customer accessing Chargent’s objects and fields via an Experience Cloud site and provides the minimum access necessary to make payments via Chargent.
Assigning Chargent Permission Set Groups #
We understand that managing your user permissions can be time-consuming, so we’ve developed the User Permission Setup tab to simplify the process.
- Go to the App Launcher
and click the Chargent app.
- Click the Chargent Settings tab and choose the Manage User Permissions option under the Global Settings subtab.
- Select the Permission Set Group tab for the role you want to assign.
- Select the user(s) you’d like assigned to the Permission Set Group.
- Click the right arrow button to add that user to the Permission Set Group. All changes are saved instantly.
Note: You can remove a Permission Set Group by selecting an Assigned User and clicking the left arrow button.

Payment Request Site Guest User Permissions #
The Payment Request Site Guest User is unique and won’t display in the Available Users list in the Manage User Permissions subtab. This user’s permissions are automatically assigned when creating a Payment Request Template. If your customers experience any issues accessing or paying Payment Requests, you may need to manually assign the ‘Chargent Community User Permission Set Group’.
For more information, see How do I assign Payment Request Permission Sets to a Site Guest User?
Permission Set Group Summary #
In Salesforce, you can quickly assess the permissions added to a Permission Set Group via the Summary. The summary provides information about what permission sets are included in the group, as well as object permissions and field permissions.
- Click on the gear Icon
and click Setup.
- In the Quick Find box, search for and select Permission Set Groups.
- Click the API Name of the permission set you wish to analyze.
- Click View Summary (Beta).
Note: Since Permission Set Summaries are in beta, they exclude Apex Class and Visualforce Page permission assignments. For more information, visit See What’s Enabled in a Permission Set More Easily.
Accessing Chargent Settings #
Aside from assigning Chargent’s Permission Set Groups and Assigning Chargent’s licenses (Production only), users accessing the Chargent Settings tab will also require the following permissions:
- View Setup and Configuration
- Customize Application
Without these permissions, users may be unable to access various aspects of Chargent’s settings or experience an unexpected error stating, “View setup and customize application permissions are required to set up Chargent”.
For more information on assigning Permissions in Salesforce, see Manage Permission Set Assignments.
Accessing the Billing Contact Field #
If the Billing Contact field on your Chargent Order records (ChargentOrders_Contact__c) is populated, ensure all users, including Salesforce Administrators, have View and Edit access to the field. If your users lack access to this field, they may receive the following error when attempting to process payments: “The field ChargentOrders__Contact__c on the ChargentOrders__ChargentOrder__c SObject is not ACCESSIBLE by the current user”
If this field is not present on your Chargent Order object, please update Chargent to the latest version.
For more information on controlling access to Salesforce fields, see Control Access to Fields.
Next Steps #
You’re all set! Now that your users can access Chargent, you can create your first Gateway record and start testing your configuration!
If you already have a gateway provider, follow our Gateway-Specific Setup Guide.