The Flux Planner component (and contextual component) is securely accessed by only Users with:
- Flux Capacity license (either Flux Resource or Flux Manager license type)
- The necessary permission set(s), defined below
You MUST assign users the Flux Planner Viewer permission set to be able to use the UI; this permission set grants users read-only access to the UI.
Additionally, users must have BOTH the Flux Planner Viewer AND Flux Planner Admin permission sets to be able to use the Reassign Mode to reassign TaskRay Tasks.
If you have any issues accessing the Flux Planner tab inside TaskRay, please note the following:
- Clickjack Protection is not supported by Flux Capacity. See this Salesforce article for resolution steps to disable Clickjack Protection.
- Users must have the System Permission “Run Flows” to ensure sufficient privileges. Without this, Users may receive an Insufficient Priviliges error message when attempting to view the Planner inside TaskRay.