03. Update TaroWorks User Profile

Introduction

In this part of the configuration you will grant permissions for your back-end TaroWorks Users that will want to take advantage of our new features while creating Jobs and Surveys. This article details the step-by-step instructions for configuring your TaroWorks User profile in Salesforce.com. The following topics will be covered in this article:

• A. Configure Field-Level Security - Ensures your back-end users can access fields for new TaroWorks features.
• B. Enable Apex Class Access - Add access for the Multiple Drill-down Hierarchy feature.

Before you Begin:

• Complete steps in Article 01 and 02 of this series.
• Log in to Salesforce as a System Administrator.

A. Configure Field-Level Security

1. Click Setup in top right corner.
   
2. Navigate to Administration Setup > Manage Users > Profiles.
3. Click on TaroWorks User.  
4. Under Custom Field-Level Security click the View link next to Option.
   Note: It may be easier to open the View link in another browser tab (Right Click) as you will need do this many times.
5. Click Edit.
   
6. Check all the boxes in the Visible column.
7. Click Save.
8. Click Back to Profile or just close the tab if you opened a new tab for this.
9. Repeat the above steps, and make all the field visible for the following objects:
• Question
• Survey Version

B. Enable Apex Class Access

1. Under Enabled Apex Class Access, Click Edit.
   
2. Enable the Apex Classes below by listing the class in the Enabled Apex Classes box. To move a class, select the item from the Available Apex Classes box, then click the Add button. 
   
3. Enable the following Enable Apex Classes:
   
   • gfsurveys.FormDetailsWebService
4. Click Save.

Conclusion

Congratulations, you have setup the profile for your back-end users. 

Please continue on to the next step of your upgrade: 04. Update TaroWorks Partner User Profile