Custom App 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 Custom App Settings section on a user profile to control access to these PSA Apps:

• PSA - Admin — displays the tabs for a typical administrator user.
• PSA - Field — displays the tabs for a typical field or consultant user.
• PSA - Management — displays the tabs for a typical manager user.
• PSA - Operations — displays the tabs for a typical FinancialForce PSA administrator user.

To control access to custom apps: 

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

See the Salesforce Help for more information.