Permission Sets

Prerequisites

To manage permission sets, you need the following System permissions:

  • Assign Permission Sets

  • Manage Profiles and Permission Sets

  • View Setup and Configuration

Basics

Permission sets control:

  • Assigned apps – whether users can access FieldFX.

  • Tab settings – whether users can access specific tabs in FieldFX Back Office.

  • Record type assignments – whether users can use specific record types.

  • Object permissions – whether users can view, add, edit, or delete records.

  • Field permissions – whether users can view, edit, or delete field values.

  • Apex class access – whether users can access features that use Apex classes.

  • Visualforce page access – whether users can access features that use Visualforce pages.

  • System permissions - whether users can access system administration features.

Permission Sets vs. User Profiles

  • Permission sets and user profiles can both control permissions.

  • You can only assign one user profile to a user but can assign multiple permission sets to a user.

  • Use user profiles to grant basic system permissions.

  • Use permission sets to:

    • Assign apps

    • Control tab visibility

    • Grant record type assignments

    • Grant object permissions

    • Grant field permissions

    • Grant Apex class access

    • Grant Visualforce page access

    • Grant access to system administration features

Minimum Permissions

Best Practices

  • Add a permission set that grants the minimum permissions for FieldFX Back Office.

    • Assign this permission set to office-based users.

  • Add a permission set that grants the minimum permissions for FieldFX Mobile.

    • Assign this permission set to field-based users.

  • Add a permission set that grants permissions for all FX5 Apex Classes and Visualforce pages.

    • Assign this permission set to all users.

Adding a Permission Set

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. Add a permission set:

    1. From Setup, enter "permission" in the Quick Find box, then select Permission Sets

    2. Click New

    3. In Label, enter a name for the permission set

    4. Click Save

  4. Grant access to apps:

    1. Under Apps, click Assigned Apps

    2. Click Edit

    3. Add apps to Enabled Apps

    4. Click Save

  5. Configure permissions for custom and FieldFX objects:

    1. At the top of the page, click the arrow next to Assigned Apps and select Object Settings

    2. Open an object

    3. Click Edit

    4. Complete the following:

      1. Under Tab Settings, select the appropriate tab visibility

      2. Under Record Type Assignments, grant record type access

      3. Under Object Permissions, grant object permissions

      4. Under Field Permissions, grant field permissions

    5. Click Save

    6. At the top of the page, click the arrow next to the current object and select another object

    7. Repeat steps c to f

  6. Grant Apex class access:

    1. At the top of the page, click the arrow next to Object Settings and select Apex Class Access

    2. Click Edit

    3. Add items to Enabled Apex Classes

    4. Click Save

  7. Grant Visualforce page access:

    1. At the top of the page, click the arrow next to Apex Class Access and select Visualforce Page Access

    2. Click Edit

    3. Add items to Enabled Visualforce Pages

    4. Click Save

  8. Grant system permissions:

    1. At the top of the page, click the arrow next to Visualforce Page Access and select System Permissions

    2. Click Edit

    3. Grant system permissions as necessary

    4. Click Save

  9. Assign the permission set to users

Assigning a Permission Set to Users

  1. Access FieldFX Back Office

  2. Switch to Salesforce Classic

  3. From Setup, enter "permission" in the Quick Find box, then select Permission Sets

  4. Open the permission set

  5. Click Manage Assignments

  6. Click Add Assignments

  7. Select users

  8. Click Assign

  9. Click Done