Log-in as a Staff Member.
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School Personnel; This will be the base profile for all users except for System Administrators.
Go to Set up
In the Quick Find box search for Profiles.
Click New Profile or select any Profile that has user license to whom clone you want to create (Saleforce License).
Click Save.
Click the Assigned User and assign all users except for System Administrators by clicking the New Users/ Add Multiple Users.
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Permission Sets
To extend permissions without changing the base profile, the following permission set must be created and grouped by its permission set group.
Go to Set up > Permission Sets > Click New > Enter a label > Click Save
Label = Enter a label following the labels provided below.
API Name = auto-populates once a label is entered.
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[PosiEd] Log a Wellbeing Observation
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Objects |
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Session |
Account (Lookup) |
Bell Time (Lookup |
Asset (Lookup |
Event |
Cohort SessionCohort |
Cohort Schedule |
Timetable Period |
Absence Reasons |
[PosiEd] Read Day Attendance
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Objects |
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Day Attendance |
Attendance Management Component |
Account (Lookup) |
Session |
Absence Submission |
Absence Reason |
Contact |
[PosiEd] Read School Accounts
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Objects |
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Day Attendance Calendar Event Session Cohort Session |
Comms Template |
Absence Submission |
Absence Reason |
Calendar Event |
Session |
Cohort Session |
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Add each permission set to each designated permission set group.
Go to Set up > Permission Set Groups > Click New > Enter the label > Click Save
Label = Enter a label following the labels provided below.
API Name = auto-populate once a label is entered
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[PosiEd] Admin Staff
This will be the base permission for users of General Admin Staff users. Create Cohort/Members Edit Cohort/Member
[PosiEd] Edit Accounts
[PosiEd] Attendance
[PosiEd] Create Cohort/Members
[PosiEd] Edit Cohort/Members
[PosiEd] Admin Leader
This will be the base permission for users of Admin Leader.
[PosiEd] Edit Accounts
[PosiEd] Attendance
[PosiEd] Create Cohort/Members
[PosiEd] Edit Cohort/Members
[PosiEd] Create/Edit Timetable Structures/Bell Times
[PosiEd] Create/Edit Kiosk Definition
[PosiEd] Enrolment Staff
This will be the base permission for users of Enrolment Staff users
[PosiEd] Create Accounts
[PosiEd] Teaching Staff
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Automations Required for Sharing Rules Multi-School Setup
Not available yet
Sharing Rules
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Design Considerations
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