Permission Sets
Prerequisites
To manage permission sets, you need the following System permissions:
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Assign Permission Sets
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Manage Profiles and Permission Sets
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View Setup and Configuration
Basics
Permission sets control:
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Tab settings – whether users can access specific tabs in FieldFX Back Office.
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Record type assignments – whether users can use specific record types.
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Object permissions – whether users can view, add, edit, or delete records.
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Field permissions – whether users can view, edit, or delete field values.
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Apex class access – whether users can access features that use Apex classes.
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Visualforce page access – whether users can access features that use Visualforce pages.
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System permissions - whether users can access system administration features.
Permission Sets vs. User Profiles
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Permission sets and user profiles can both control permissions.
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You can only assign one user profile to a user but can assign multiple permission sets to a user.
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Use user profiles to grant basic system permissions.
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Use permission sets to:
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Assign apps
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Control tab visibility
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Grant record type assignments
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Grant object permissions
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Grant field permissions
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Grant Apex class access
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Grant Visualforce page access
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Grant access to system administration features
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Minimum Permissions
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There are minimum permissions required to use each FieldFX module.
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Click the following links to view these permissions:
Best Practices
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Add a permission set that grants the minimum permissions for FieldFX Back Office.
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Assign this permission set to office-based users.
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Add a permission set that grants the minimum permissions for FieldFX Mobile.
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Assign this permission set to field-based users.
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Add a permission set that grants permissions for all FX5 Apex Classes and Visualforce pages.
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Assign this permission set to all users.
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Adding a Permission Set
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Add a permission set:
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From Setup, enter "permission" in the Quick Find box, then select Permission Sets
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Click New
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In Label, enter a name for the permission set
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Click Save
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Grant access to apps:
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Under Apps, click Assigned Apps
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Click Edit
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Add apps to Enabled Apps
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Click Save
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Configure permissions for custom and FieldFX objects:
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At the top of the page, click the arrow next to Assigned Apps and select Object Settings
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Open an object
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Click Edit
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Complete the following:
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Under Tab Settings, select the appropriate tab visibility
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Under Record Type Assignments, grant record type access
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Under Object Permissions, grant object permissions
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Under Field Permissions, grant field permissions
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Click Save
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At the top of the page, click the arrow next to the current object and select another object
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Repeat steps c to f
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Grant Apex class access:
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At the top of the page, click the arrow next to Object Settings and select Apex Class Access
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Click Edit
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Add items to Enabled Apex Classes
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Click Save
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Grant Visualforce page access:
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At the top of the page, click the arrow next to Apex Class Access and select Visualforce Page Access
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Click Edit
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Add items to Enabled Visualforce Pages
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Click Save
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Grant system permissions:
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At the top of the page, click the arrow next to Visualforce Page Access and select System Permissions
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Click Edit
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Grant system permissions as necessary
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Click Save
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Assign the permission set to users