Assign GoMeddo Subscription Management access
Follow these steps to assign GoMeddo Subscription Management licenses and Permission Sets to your users
Assign a GoMeddo Subscription Management License
Go to Setup and search for Installed Packages
In the Installed Packages section, click on Manage Licenses next to GoMeddo Subscription Management
In the Licensed Users section, click Add Users
Add the users you want to give access
Create GoMeddo Subscription Management Permission Sets
GoMeddo Subscription Management uses Standard and Custom objects, therefore we advise creating your own permissions sets based on the end-user needs. Examples of this are the GoMeddo Subscription Management User and GoMeddo Subscription Management Admin Permission Sets as described below.
GoMeddo Subscription Management User
The user feeds GoMeddo Subscription Management with operational data and is allowed to perform most actions in GoMeddo Subscription Management.
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 GoMeddo Subscription Management 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 |
GoMeddo Subscription Management Admin
The GoMeddo Subscription Management Admin is allowed to administer the data that the GoMeddo Subscription Management 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 |