Which permission sets do I need to assign to TaskRay users?
TaskRay provides a set of permission sets designed to grant users varying levels of access to the TaskRay app. For internal users, it is recommended to assign the TaskRay - Standard Access (for standard users) or the TaskRay - Read Only Access (for read-only users) permission set to ensure that users have access to all main app functionality.
TaskRay also provides additive permission sets that can be used to extend access to elevated app functions, such as for admins or project managers. These must be assigned in conjunction with the base-level permission set (e.g. TaskRay - Standard Access).
Lastly, TaskRay also includes designated permission sets for external TaskRay users.
For more information on permission sets, see Post Installation: TaskRay Permission Sets.
How do I customize access for TaskRay?
While the standard packaged TaskRay permission sets apply to most use cases, it is possible to take the custom approach for advanced user access requirements. For example, if your organization has requirements to restrict editing access of certain fields on TaskRay objects for a group of users, then the custom access approach might be a good option.
That said, packaged TaskRay permission sets cannot be edited. If you need to take the custom approach for user access, the best option is to utilize Permission Set Groups. Permission Set Groups allow bundling permission sets and incorporate muting permissions for restricting access. For TaskRay access, it is recommended to include one of the main permission sets (e.g. TaskRay - Standard Access) in the group configuration. This will ensure that user access will be automatically updated with every TaskRay product release to incorporate permissions related to newly released functionality. For more information, see Permission Set Groups.
What are the supplemental TaskRay permission sets that are automatically added with every product release?
TaskRay product updates introduce new features and app functionality, which often require new permissions for users. The supplemental TaskRay permission sets include permissions specific to the respective release.
For additional context, the packaged base-level TaskRay permission sets (e.g. TaskRay - Standard Access and TaskRay - Read Only Access) are automatically updated to encompass new permissions for every release. That said, if your organization utilizes fully custom permission sets for user access, TaskRay does not have the ability to automatically update those permission sets. Therefore, users with fully custom permission sets will be automatically assigned an additive permission set with each new release. This ensures that the users do not experience any disruption with their TaskRay usage as new features are added to the package.
If your organization has advanced requirements for user access, it is recommended to utilize Permission Set Groups instead of custom permission sets. Permission Set Groups can be configured to restrict and customize access in the same way as custom permission sets, but they provide the benefit of seamless ongoing maintenance for keeping them updated with every TaskRay product release. As long as the Permission Set Group is configured to include one of TaskRay's main permission sets (e.g. TaskRay - Standard Access) as the base, the group will be automatically updated to reflect the newly released TaskRay functionality. For more information see Permission Set Groups.