05. Configure TaroWorks User Profile

Introduction

During the installation of the TaroWorks managed package, settings were mapped to the TaroWorks User Profile you created. There are 3 additional manual configurations. This following topics will be covered in this article:

• A. Enable CRM Content and Reporting
• B. Configure Custom Object Permissions
• C. Configure Field-Level Security

 

Before you Begin:

• Complete steps in Article 01 through 07 of this series.
• Log in to Salesforce as a System Administrator.

A. Enable CRM Content and Reporting

1. Click Setup.
   
2. Navigate to Administration Setup > Manage Users > Profiles.
   Tip: Type 'Profiles' in the search bar above the menu.
   
3. Find the TaroWorks User profile, click Edit next to it. 
   
4. In Administrative Permissions, check Manage Reports in Public Folders. (Enables editing reports and seeing progress for Job Targets and Performance Indicators.)
5. Check Manage Salesforce CRM Content. (Enables backend users to handle resources.)
6. Check Manage Users. (Enables creation of partner users for the field officers.)
   

B. Configure Custom Object Permissions

1. In Custom Object Permissions, check the box in the Read column for Devices.
2. Scroll to the top and click Save.

C. Configure Field-Level Security

1. Continuing from B. in the list of profiles, click on the TaroWorks User profile directly.  
2. Under Field Level Security, in the Custom Field-Level Security section, click View next to Submission.
   
3. Click Edit.
4. For Device check the box in the Visible column.
5. Click Save button.

 

Conclusion

Congratulations, you have successfully updated the TaroWorks User Profile for the Back-End User!

Please continue on to the next step with your upgrade: 06. Configure TaroWorks Partner User Profile