Permission Sets

Introduction

A Permission Set is designed to control access for a particular function. A user can be assigned all the Permission Sets they need to perform all of their role tasks.

Permission Sets are additive. A user receives all of the combined permissions from all of the Permission Sets they are assigned.

+ A Permission Set cannot remove the permissions granted by another Permission Set.

Permission sets control for:

  • 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.

Prerequisites

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

  • Assign Permission Sets

  • Manage Profiles and Permission Sets

  • View Setup and Configuration

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

There are minimum permissions required to use each FieldFX module. Click the following links to view these permissions:

Best Practices

Add a permission set that grants the minimum permissions for Assign this permission set to

FieldFX Back Office.

office-based users.

FieldFX Mobile.

field-based users.

All FX5 Apex Classes and Visualforce pages.

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 these steps for another object.

  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.