Productivity Fox: Permission Sets
A permission set is a collection of settings and permissions that give users access to various tools and functions. The settings and permissions in permission sets are also found in profiles, but permission sets extend users’ functional access without changing their profiles. For example, to give users access to a custom object, create a permission set, enable the required permissions for the object, and assign the permission set to the users. You never have to change profiles, or create a profile for a single use case. While users can have only one profile, they can have multiple permission sets.
Permission sets include settings for:
— Assigned apps
— Object settings
— Tab settings
— Record type settings
— Object permissions
— Field permissions
— App permissions
— Apex class access
— Visualforce page access
— System permissions
Productivity Fox Permission Sets
Productivity Fox provides three standard permission sets that can be used to manage security and access to the custom objects, fields, visualforce pages, and apex classes included in the application.
For more details on an individual Permission Set, navigate to Setup > Manage Users > Permission Sets. Select the permission set for which additional details is desired by clicking on the permission set name.
Productivity Fox permission sets include settings in the following sections:
— Object Settings
— Visualforce Page Access
The standard Productivity Fox permission sets are defined below:
Productivity Fox | Standard User
This permission set grants full access to the Productivity Fox App.
Productivity Fox | Extension – Email Templates and Setup
This permission set grants a user the access required to be able to create and edit Email Templates for sending out meeting minutes to users and contacts.
Productivity Fox | Extension – Cloud Coach Connector (Cloud Coach Users Only)
This permission set grants Read/Edit access to the lookup fields required to relate Meetings and Action Items to Projects and Project Tasks, Boards to Projects, and Cards to Project Tasks.
Productivity Fox | Extension – Remedyforce Connector (Remedyforce Users Only)
This permission set grants Read/Edit access to the lookup fields required to relate Meetings to Change Requests, Incidents, and Problems, and Cards to Change Requests and Incidents.