Permission Sets

Permission sets are a feature of the Salesforce platform that enables you to manage user access. Default permission sets for FinancialForce Foundations are provided with the application. We recommend using permission sets instead of user profiles to manage your users' privileges. You can assign permission sets to up to 1000 users at a time.

Tip:

If you want to create several new users and apply the same permission set to them, consider using the User Management app. For more information, see User Management App in the Foundations Help.

Identifying the FinancialForce Foundations Permission Sets

Three levels of default permission sets are provided with Foundations.

Default Permission Sets Provided with Foundations

Level		Description
1	App	Permissions apply across the Foundations app or a feature.
2	Object	Permissions apply to an entire Foundations object.
3	Activity	Permissions apply to an activity being carried out in an object such as read, save, or delete. Note: An activity level permission set for an object may provide permissions on other objects to allow a particular activity to be carried out.

The permission sets you need to assign to users depend on the needs of your organization and the tasks that they need to carry out in Foundations and the applications that extend Foundations core concepts. Typically, you might use a combination of user profiles and permission sets to manage your users' privileges.

Example: Use profiles to manage user privileges for standard Salesforce objects and other applications (excluding Foundations), then assign the Foundations permission sets to your individual users.

There are several Foundations permission sets that do not follow the three levels structure. For a full list of the permission sets supplied with FinancialForce Foundations, see Permission Sets and Other Technical Documentation.

Note:

You cannot edit the default permission sets, but you can clone them to create your own variations. If you clone the default permission sets or create your own, you must manually update them to add new functionality in future versions of Foundations. When you upgrade, only the default permission sets are updated automatically.

Some features require you to use permission sets from several products that make up the feature. For example, Billing Document is a Foundations object to which Billing Central adds fields. To grant access to the Billing Document object and Foundations billing document fields, use Foundations permission sets. To grant access to the fields that Billing Central adds to the Billing Document object, use the Billing Central permission sets.

Level
1	FDN Feature Console	Enable and disable features. We recommend you also use the Salesforce System Administrator profile to enable and disable features.
1	FDN Core – Administrator	Configure messaging and scheduled jobs in Foundations.
1	FDN Core – Read Only	View Foundations messaging and scheduled jobs.
1	FDN Messaging – Obsolete Flag	Make publications and subscriptions obsolete.
1	FDN Common Concepts Admin	Automatically generated level 1 permission set that provides access to all associated level 2 FDN Common Concepts Admin permissions.
1	FDN Common Concepts Admin – Tax	Edit tax calculation settings.
2	FDN Common Concepts –Account	Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Account permissions.
3	FDN Common Concepts – Account – Address	Validate billing and shipping addresses on accounts.
2		Automatically generated level 2 permission set that provides access to all associated level 3 FDN Common Concepts - Billing Documents permissions.
3	FDN Common Concepts – Billing Document – Read	View billing documents.
3	FDN Common Concepts – Billing Document – Edit	Edit billing documents.
3	FDN Common Concepts – Billing Documents – Delete	Delete billing documents.
3	FDN Common Concepts – Company – Read	View companies.
3	FDN Common Concepts – Company – Edit	Edit companies.
3	FDN Common Concepts – Company – Delete	Delete companies.
2
3	FDN Common Concepts – Tax – Read	View tax codes.and tax rates.
3	FDN Common Concepts – Tax – Edit	Edit tax codes.and tax rates.
3	FDN Common Concepts – Tax – Delete	Delete tax codes.and tax rates.

More Information

For more information about permission sets and how to assign them to users, see the following topics in the Salesforce Help:

• "What are permission sets?"
• "About Permission Sets and Profile Settings in Packages"
• "Assign Permission Sets to a Single User"
• "Assign a Permission Set to Multiple Users"