Open topic with navigation

Tab Settings

Tip:

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.

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.

Open topic with navigation