02. Configure TaroWorks Profiles

Introduction

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

• A. TaroWorks User Profile-  configure TaroWorks Users to be able to manage TaroWorks users,assign Jobs to groups, and access jobs created by other users when Assigning Jobs to Groups is enabled.
• B. TaroWorks Partner User Profile - ensure Remote ID field is visible.

 

Before you Begin:

• Complete steps in Article this series.
• Log in to Salesforce as a System Administrator.

A. TaroWorks User Profile

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 Public List Views. (Required for conducting Assigning Jobs to Groups.)
6. Check Salesforce CRM Content. (Enables backend users to handle resources.)
7. Check Manage Users. (Enables creation of partner users for the field officers.)
8. Scroll down to Custom Object Permissions.
9. For the Jobs Object, check Read, Create, Edit, Delete, View All, and Modify All. 
10. Click Save button.
11. Scroll to Field Level Security.
12. Click View Next to the Survey Object.
    
13. Ensure Remote ID is set to Visible. If not, click Edit, check Visible, and then click Save.
    

 B. TaroWorks Partner User Profile

1. Click Setup.
   
2. Navigate to Administration Setup > Manage Users > Profiles.
   Tip: Type 'Profiles' in the search bar above the menu.
3. Click the TaroWorks Partner User profile
4. Scroll to Field Level Security.
5. Click View Next to the Survey Object.
   
6. Ensure Remote ID is set to Visible. If not, click Edit, check Visible, and then click Save.
   

Conclusion

Congratulations, you have successfully updated the TaroWorks Profiles for the Back-End and Front-End Users!

Please continue on to the next step with your upgrade: 03. Configure PPI Data Retrieval