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How do I create a custom TaskRay permission set?

Note: Custom permission sets are available in Enterprise and Unlimited Editions.

Permission Sets are a collection of settings and permissions that give users access to functionality without changing their profile.

TaskRay is packaged with standard permission sets. By assigning TaskRay users the TaskRay permission set, Bracket Labs will be able to ensure all users receive access to new features and bug fixes without additional setup required by the system administrator.

However, we do understand there are some use cases where you may not want to leverage the standard TaskRay permission sets. For example, if you want to prevent users from deleting TaskRay records, you would not want to give them the standard permission set. In this case you would want to modify the user's profile or create a custom permission set.

For custom permissions, we recommend utilizing Permission Set Groups because they are easy to maintain to align with new product releases.

 

Important! If you decide to use custom permissions over permission set groups, will need to manually update these custom permission sets with each new TaskRay release ensuring the appropriate object and field level security is applied for any new features. 

 

Tip: Consider assigning the TaskRay - Read Only Access permission set as a base level permission set. The Read Only permission set will provide your users a starting point for viewing TaskRay data, then specific permissions can be added through a custom permission set or profile change. The Read Only permission set is automatically updated with each release.

 

Example: TaskRay Custom Permission Set [Admin]

Below is a sample permission set to guide you through the process. You will want to tailor this to fit your specific needs.

  1. From Setup navigate to Manage Users | Permission Sets.
  2. Click Clone next to TaskRay - Standard Access.
  3. Enter/update a Label name.
  4. Enter/update an API name.
  5. Enter a description.
  6. Click Save.
  7. Select the new permission set.
  8. Click Object Settings.
  9. Select either TaskRay Tasks or TaskRay Projects.
  10. Click Edit.
  11. Update the object and field permissions (e.g. uncheck Delete on the TaskRay Project object to prevent users from deleting other user's projects).
  12. Click Save.
  13. Click Manage Assignments.
  14. Click Add Assignments.
  15. Select and click Assign to add users.
  16. Click Done.

 

Remove Permission Set [Admin]

After creating and assigning users to the new permission set, you may need to remove them from an existing assigned permission set.

  1. From Setup, navigate to Manage Users | Permission Sets.
  2. Select a permission set that you wish to remove users from.
  3. Click Manage Assignments.
  4. Select the users you wish to remove and click Remove Assignment.
  5. Click OK on the pop-up box.
  6. Click Done.