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Follow these steps to assign Subscription25 licenses and Permission Sets to your users
Assign a Subscription25 License
Go to Setup and search for Installed Packages
In the Installed Packages section, click on Manage Licenses next to Subscription25
In the Licensed Users section, click Add Users
Add the users you want to give access
Create Subscription25 Permission Sets
Subscription25 uses Standard and Custom objects, therefore we advise to create creating your own permissions sets based on the end-user needs. Examples of this are the Subscription25 User and Subscription25 Admin Permission Sets as described below.
Subscription25 User
The user feeds Subscription25 with operational data and is allowed to perform most actions in Subscription25.
Object | Create/Read/Update/Delete (CRUD) | Read/Write | Comment |
|---|---|---|---|
Account | CRU | Read/Write | Allow users to create new Accounts/Person Accounts |
Contacts | CRU | Read/Write | Allow users to create new Contacts |
Orders | CRU | Read/Write | Allow users to create new Orders |
Order Products | CRU | Read/Write | Allow users to create new Order Products for an Order |
Invoices | CR | Read | Allow users to Read Invoices, issues with Invoices should be resolved by a Subscription25 Admin |
Recurring Orders | CRU | Read/Write | Allow users to create new Recurring Orders |
Recurring Order Products | CRU | Read/Write | Allow users to create new Products for Recurring Orders |
Contracts | CRU | Read/Write | Allow users to create new contracts |
Contract Products | CRU | Read/Write | Allow users to create products for Contracts |
Price Books | R | Read | Allow users to use Price Books |
Products | R | Read | Allow users to read the products of a price book |
Administrations | R | Read | Allow users to read the Administrations |
Administration Products | R | Read | Allow users to read the products in an Administration |
VAT Code | R | Read | Allow users to read the VAT Code in an Administration |
VAT Rate | R | Read | Allow users to read the VAT Rate of a VAT Code |
Subscription25 Admin
The Subscription25 Admin is allowed to administer the data that the Subscription25 User uses in their daily work. The Admin is also change created data and delete data when necessary.
Object | Create/Read/Update/Delete (CRUD) | Read/Write | Comment |
|---|---|---|---|
Account | CRU | Read/Write | Allow users to create new Accounts/Person Accounts |
Contacts | CRU | Read/Write | Allow users to create new Contacts |
Orders | CRUD | Read/Write | Allow users to manage new Orders |
Order Products | CRUD | Read/Write | Allow users to manage Order Products for an Order |
Invoices | CRUD | Read/Write | Allow users to manage Invoices |
Recurring Orders | CRUD | Read/Write | Allow users to manage Recurring Orders |
Recurring Order Products | CRUD | Read/Write | Allow users to manage Products for Recurring Orders |
Contracts | CRUD | Read/Write | Allow users to manage contracts |
Contract Products | CRUD | Read/Write | Allow users to manage products for Contracts |
Price Books | CRUD | Read/Write | Allow users to manage Price Books |
Products | CRUD | Read/Write | Allow users to manage the products of a price book |
Administrations | CRUD | Read/Write | Allow users to manage the Administrations |
Administration Products | CRUD | Read/Write | Allow users to manage the products in an Administration |
VAT Code | CRUD | Read/Write | Allow users to manage the VAT Code in an Administration |
VAT Rate | CRUD | Read/Write | Allow users to manage the VAT Rate of a VAT Code |
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