# Omnistudio licenses, permission set licenses and permission sets

*Omnistudio Consultant Study Guide · Omnistudio Fundamentals · Last updated October 27, 2026 · https://www.certifyforce.com/study-guide/omnistudio-consultant/omnistudio-fundamentals/omnistudio-licenses-permission-set-licenses-and-permission-sets*

Which Omnistudio permission set license and permission set each audience needs (builders, Lightning users, authenticated and guest site users), how to provision a cloned standard-user permission set, how to check that licenses are provisioned, and the access steps after install and at production cutover.

- Certification: Salesforce Omnistudio Consultant
- Exam section: Omnistudio Fundamentals
- Study guide: https://www.certifyforce.com/study-guide/omnistudio-consultant

**Official exam objective:**

> Explain Omnistudio license requirements, Permission Set Licenses and Permission Sets.

## What the exam expects

- Name the Omnistudio permission set license and the two permission sets it includes, and explain the rename.
- Recommend a builder vs runtime-user access model that follows least privilege.
- Choose the license and permission set for authenticated and guest Experience Builder Aura site users, plus the guest sharing rule.
- Check that licenses are provisioned when an install fails on missing Omnistudio objects.
- List the access steps after a package install and before a production cutover.
- Key terms: **permission set license (PSL)** (entitles a user to permissions a permission set can then grant); **Omnistudio PSL** (formerly Omnistudio Admin PSL); **Omnistudio Admin** permission set (full CRUD for builders); **Omnistudio User** permission set (Read for consumers); **Omnistudio Runtime for Communities PSL** (authenticated Aura site users).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Primary PSL | Omnistudio Admin PSL renamed Omnistudio; includes Omnistudio Admin and Omnistudio User | [Omnistudio Permission Sets](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses_std.htm&language=en_US&type=5) |
| Why one PSL | The User PSL's standard permission set moved into it, for the standard objects model | [One Primary OmniStudio PSL](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_os_omnistudio_psl_240.htm&language=en_US&release=240&type=5) |
| Omnistudio Admin | Full CRUD on Omnistudio objects for admins and designers | [Omnistudio Permission Sets](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses_std.htm&language=en_US&type=5) |
| Omnistudio User | Read on Omnistudio objects; saved sessions: Create (description) or CRUD (table) on the same page | [Omnistudio Permission Sets](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses_std.htm&language=en_US&type=5) |
| Authenticated Aura site users | Omnistudio Runtime for Communities PSL plus a custom permission set | [Omnistudio Permission Sets](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses_std.htm&language=en_US&type=5) |
| Guest Aura site users | Omnistudio PSL plus a custom guest permission set | [Omnistudio Permission Sets](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses_std.htm&language=en_US&type=5) |
| Guest sharing | Omni Process rule, Guest user access based on criteria, Active equals true; children inherit | [Guest User Sharing Rule](https://help.salesforce.com/s/articleView?id=xcloud.os_assign_an_omnistudio_permission_set_to_digital_experience_guest_users_7611_std.htm&language=en_US&type=5) |
| Standard user setup | Clone Omnistudio User; both System Permissions; access on four Omni objects | [Standard User Permission Set](https://help.salesforce.com/s/articleView?language=en_US&id=xcloud.os_create_an_omnistudio_standard_read_only_user_profile_6725_mp.htm&type=5) |
| OmniUiCard or OmniProcess invalid at install | Licenses not provisioned; check Company Information and Object Manager | [Troubleshooting Package Installation Errors](https://help.salesforce.com/s/articleView?id=000393036&language=en_US&type=1) |
| After package install | Configure Remote Site Settings and assign permission sets | [Install or Upgrade the Omnistudio Package](https://help.salesforce.com/s/articleView?id=xcloud.os_install_or_upgrade_the_omnistudio_package.htm&language=en_US&type=5) |

## Check yourself

- Why don't standard-objects customers create their own Omnistudio User permission set any more?
- When does a site user need the Omnistudio Runtime for Communities PSL?
- How do you set up a read-only standard user from the shipped permission set?
- What must happen right after installing the Omnistudio managed package?
- Why assign the PSL and permission sets before a production cutover?

## Sources

- [Omnistudio Permission Sets](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_permission_sets_licenses_std.htm&language=en_US&type=5)
- [One Primary OmniStudio Permission Set License](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_os_omnistudio_psl_240.htm&language=en_US&release=240&type=5)
- [Create a Permission Set for an Omnistudio Standard User](https://help.salesforce.com/s/articleView?language=en_US&id=xcloud.os_create_an_omnistudio_standard_read_only_user_profile_6725_mp.htm&type=5)
- [Create a Sharing Rule for an Omnistudio Guest User](https://help.salesforce.com/s/articleView?id=xcloud.os_assign_an_omnistudio_permission_set_to_digital_experience_guest_users_7611_std.htm&language=en_US&type=5)
- [Create an Omnistudio Permission Set and Assign it to Assessment Guest Users](https://help.salesforce.com/s/articleView?language=en_US&id=sf.hc_assessment_permission_set_guest_users.htm)
- [Troubleshooting OmniStudio Package Installation Errors in Salesforce Enterprise Edition](https://help.salesforce.com/s/articleView?id=000393036&language=en_US&type=1)
- [Install or Upgrade the Omnistudio Package](https://help.salesforce.com/s/articleView?id=xcloud.os_install_or_upgrade_the_omnistudio_package.htm&language=en_US&type=5)
- [Omnistudio Installation and Upgrade](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_release_summary_for_installation_and_upgrade.htm&language=en_US&type=5)
- [Automate Your Move to the Omnistudio Standard Runtime with the New Migration Assistant (Salesforce Developers Blog)](https://developer.salesforce.com/blogs/2025/12/automate-your-move-to-the-omnistudio-standard-runtime-with-the-new-migration-assistant)
- [Create a Permission Set for the Enhanced Runtime Performance Omnistudio Setting](https://help.salesforce.com/s/articleView?id=xcloud.os_perm_omniintaccessconfig_std.htm&language=en_US&type=5)
- [Omnistudio Settings](https://help.salesforce.com/s/articleView?id=xcloud.os_omnistudio_settings.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 8 linked practice questions, and unlimited timed mock exams are included with the Omnistudio Consultant pack (USD $19): https://www.certifyforce.com/practice-exams