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.

You can use permission sets to control:
Area Purpose

Assigned Apps

if users can access FieldFX or not

Tab settings

if users can access specific tabs in FieldFX Back Office

Record type assignments

if users can use specific record types

Field permissions

if users can view, edit, or delete field values

Apex class access

if users can access features that use Apex classes

Visualforce page access

if users can access features that use Visualforce pages

System permissions

if users can access system administration feature

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.

Permission Sets User Profiles

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

You can only assign one user profile to a user. However, you can assign multiple permission sets to a user.

Use user profiles to grant basic system permissions.

Minimum Permissions

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

FieldFX Module Permissions

FX E-Ticketing

Back Office

FX Mobile

FX CPQ

Back Office

FX Mobile

FX Schedule & Dispatch

Back Office

FX Mobile

FX Invoicing

Back Office

n/a

FX EAM

FX EAM APEX and VF
Accounting
Asset Management
Equipment Management
Inventory Management
Work Order Management

n/a

ServiceMax DataGuide

  • All FieldFX users and admins using ServiceMax Dataguide need the minimum permissions for FieldFX E-Ticketing.

  • If you have installed ServiceMax DataGuide, assign the specific DataGuide Standard Permission to your field users. Without this permission, your field users won’t be able to access the ServiceMax DataGuide package.

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
Don’t assign FieldFX mobile users to the System Administrator profile in back office.

FX5.OmnibusRestService field-based users

If the user has access to FX5.FXLicenseSvc, switch them over to FX5.OmnibusRestService.

All FX5 Apex Classes and Visualforce pages

All users

Step-by-Step Guides

You can do the following:

Access Permission Sets

  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. If you are adding a new permission set, see Add a New Permission Set or if you are adding an existing permission set, see Add an Existing Permission Set.

    • All FieldFX users and admins using Servicemax DataGuide need the minimum permissions for FieldFX E-Ticketing.

    • If you have installed ServiceMax DataGuide, assign the specific DataGuide Standard Permission to your field users. Without this permission, your field users won’t be able to access the ServiceMax DataGuide package.

Add a New Permission Set

  1. At the Permission Sets window, click New.

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

  3. Click Save.

  4. Continue with Grant Access to Apps.

Grant Access to Apps

  1. Under Apps, click Assigned Apps then click Edit.

  2. Add apps to Enabled Apps then click Save.

  3. Continue with Configure Permissions for Custom and FieldFX Objects.

Configure Permissions for Custom and FieldFX Objects

For more information, see FieldFX Overview.

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

  2. Open an object and click Edit.

  3. Complete the following and then click Save:

    Under this tab: Action

    Tab Settings

    Select the appropriate tab visibility.

    Record Type Assignments

    Grant record type access.

    Object Permissions

    Grant object permissions.

    Field Permissions

    Grant field permissions.

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

  5. Repeat these steps for another object.

  6. Continue with Grant Apex Class Access.

Grant Apex Class Access

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

  2. Add items to Enabled Apex Classes and click Save.

  3. Continue with Grant Visualforce Page Access.

Grant Visualforce Page Access

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

  2. Add items to Enabled Visualforce Pages and click Save.

  3. Continue with Grant System Permissions.

Grant System Permissions

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

  2. Grant system permissions as necessary and click Save.

  3. Continue with Assign a Permission Set to Users.

Assign a Permission Set to Users

See User Records for more information.

  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.

Add an Existing Permission Set

  1. At the Permission Sets window, search for permission set in the Available Permission Sets list box.

  2. Click > to add it to the Enabled Permission Sets list box.

    Example 1. For FX DataGuide

    FX DataGuide has been deprecated and the ServiceMax DataGuide package is being used instead in FieldFX. You must have ServiceMax DataGuide installed in your org to assign DataGuide permissions. For more information, see ServiceMax DataGuide Overview.

    Assign the specific DataGuide Standard Permission to your field users. Without this permission, your field users won’t be able to access the ServiceMax DataGuide package.

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