Enabling Access for New Users
The Salesforce platform provides a flexible, layered data sharing design that allows to expose different data sets to different sets of users. This way, users can do their job without seeing data they do not need to see, which helps to minimize the risk of abuse and loss of data.
Permissions and permission sets allow accessing objects and object fields. That is, they control which data users can see and edit.
JustOn provides permission sets for the included custom objects and fields, Visualforce pages and Apex classes. These permission sets are shipped with the JustOn package. They are upgraded as new objects or fields, Visualforce pages etc. are added with new JustOn releases.
JustOn ships with the following default permission sets:
|JustOn Full Access||Read/write access to JustOn objects, irrespective of any role-based restrictions.
Can be used only in combination with the Read/Write permission set.
|JustOn Read Only||Read-only access to JustOn objects.|
|JustOn Read/Write||Read/write access to JustOn objects.
Required for creating/modifying as well as emailing/exporting records.
|JustOn Payment Guest||Specific permission set for using payment service integrations.|
As an org administrator, you can add or remove the permission set assignments for your users as necessary. Be aware that any user who is supposed to do more than just view certain data requires Write access to the corresponding objects and fields. This includes, in particular, the permissions to (re)distribute invoices, booking data or other statements.
JustOn recommends not to alter the Salesforce default access setting
Public Read/Write (as part of the sharing settings) for the Account object. If your business requires to do so, however, make sure to assign Write access to the users or profiles that create or update invoices.
Due to a Salesforce defect, the permission sets shipped with JustOn are not able to allow access to the Balance object and its fields.
Hence, enabling access to JustOn for new users usually involves the following tasks:
Create a new permission set that enables access to the Balance object, its fields and (as of JustOn 2.61) the Balance tab.
- Clone an existing permission set, for example, JustOn Read/Write, or create a new one as described in Create Permission Sets in the Salesforce Help.
- In the new permission set, click Object Settings > Balances > Edit.
Specify the tab settings, the object permissions and the field's access level.
Object Setting Recommended Permissions Tab Settings Available
Object Permissions Read
Field Permissions Edit access for all fields
For details, see Working with Object Settings in Permission Sets in the Salesforce Help.
Create a permission set that covers the required access settings for any project-specific custom objects and fields, Visualforce pages and Apex classes as necessary.
For details, see Create Permission Sets in the Salesforce Help.
Enable the access to custom settings for the new permission sets.
- In each relevant permission set, click System Permissions > Edit.
- Select the checkbox
View All Custom Settings.
- Click Save.
Add or remove permission set assignments for your users as necessary.
For details, see Assign Permission Sets to a Single User in the Salesforce Help.
Assign a JustOn license to your users.
For details, see Assign Licenses for Managed Packages in the Salesforce Help.