Tab Settings

Tip
FinancialForce PSA includes the profiles PSE - Consultant, PSE - Customer Portal Manager, PSE - Finance, PSE - Management, PSE - Operations and PSE - Sales. If you use these custom user profiles, these settings are already defined, or if you mapped these custom permissions to your own profiles during installation, many of these settings are predefined.

You can use the Tab Settings section on a user profile to control access to the functionality to which each type of user is entitled.

To control access to custom tabs: 

  1. From Setup, click Manage Users | Profiles.
  2. Click Edit next to the name of the relevant profile.
  3. Grant access to the appropriate FinancialForce PSA applications.
  4. Scroll to the Tab Settings section.
  5. Grant appropriate permissions.
  6. Click Save.
  7. Repeat for all other relevant profiles.

See the Salesforce Help for more information.

Concept Information

Managing Profiles, Security and Sharing

Related Tasks

Managing Profiles

Applications

Custom Object Permissions

VisualForce Page Access

Custom App Settings

Apex Class Access

Reference Materials

Custom Object Descriptions

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