User Profiles

User profiles control basic system permissions and page layout assignments for users.

Prerequisites

To manage user profiles, you need the following permissions:

  • System permissions:

    • Manage Profiles and Permission Sets

    • View Setup and Configuration

User Profiles vs. Permission Sets

User profiles and permission sets 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 and 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
Use permission sets to control access to Visualforce pages and Apex classes.

System Administrator User Profile

The System Administrator user profile has access to every feature. Only assign a limited number of users to the System Administrator profile. You can’t freeze, deactivate, or delete the System Administrator user profile.

Adding a User Profile

  1. Access FieldFX Back Office.

  2. Switch to Salesforce Classic.

  3. Add a user profile:

    1. From Setup, enter profile in the Quick Find box, then select Profiles.

    2. Click Clone next to Standard User.

    3. In Profile Name, enter a name.

    4. Click Save

  4. Grant access to the Field Ticketing app:

    1. Under Apps, click Assigned Apps.

    2. Click Edit.

    3. Select Default next to Field Ticketing.

    4. Click Save.

  5. If the user profile is syncing data in FX Mobile, they must have the OmnibusRestService and the PreSyncController Apex classes. Contact your admin to have them add those Apex classes.

    1. If you are an admin, click in the Quick Find box and type Apex and then select Apex Classes.

    2. To add the Apex class, the Admin clicks New.

    3. Write the Apex code in the window.

    4. Click Save.

      For more information on managing Apex classes in Salesforce, see Salesforce Documentation: Manage Apex Classes.

  6. Remove access to any Apex classes:

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

    2. Click Edit.

    3. Remove all items from Enabled Apex Classes.

    4. Click Save.

  7. Remove access to any Visualforce pages:

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

    2. Click Edit.

    3. Remove all items from Enabled Visualforce Pages.

    4. Click Save.

      Use permission sets to control access to Visualforce pages and Apex classes.