Managing Profiles, Security and Sharing

If you have the privileges to do so, you can grant Salesforce users access to FinancialForce PSA components in three ways:

User profiles — these control access to FinancialForce PSA fields, Visualforce pages, Apex classes, and Objects. See "Managing Profiles".
FinancialForce PSA Apps — these control access to FinancialForce PSA tabs. See "Applications".
Salesforce Role Hierarchy, Org-wide Sharing Model and or Sharing Rules — these control access to FinancialForce PSA records.

Concept Information

Administrator Guide

Custom Columns Overview

Managing Configuration

Setting up Accounts and Opportunities

About Contacts and Resources

Permission Controls

Regions, Practices and Groups

About Time Periods, Work Calendars and Holidays

Work Queue Manager

Setting up the Application

Quick-Start Guide

Related Tasks

Managing Profiles

Custom Object Permissions

VisualForce Page Access

Custom App Settings

Apex Class Access

Amending Configuration Values

Configuring Custom Columns

Setting up Assignments

Customizing Billing Event Items

Setting up Services Forecasting

Setting up Planners

Setting up Projects

Configuring Bottom Up Planning

Setting up Timecards

Importing and Exporting Configuration

Setting Initial Configuration Options

Data Setup Tasks

Permission Controls

Customizing Page Layouts

Installing Extension Packages

Setting Current Time Period Fields

Setting the Actuals Processing Mode

Backlog Calculation

Security Model for Object Types

Time Date Permissions

Task Management Classic

Setting up Utilization

Reference Materials

Custom Object Descriptions

Configuration Settings

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