Assign Subscription25 access

Follow these steps to assign Subscription25 licenses and Permission Sets to your users

Assign a Subscription25 License

  1. Go to Setup and search for Installed Packages

  2. In the Installed Packages section, click on Manage Licenses next to  Subscription25

  3. In the Licensed Users section, click Add Users

  4. Add the users you want to give access

 

Create Subscription25 Permission Sets

Subscription25 uses Standard and Custom objects, therefore we advise 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

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

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