Log-in as a Staff Member.
We need to give permission access to some specific objects and fields so the teacher can execute some of the necessary features, just as Session, Cohort Session, Events, etc.
In order to give permission access, follow the necessary steps below.
Setup Permission:
Profile Setups
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.
Go to Set up > Profile > School Personnel > Object Settings >
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Select the
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PosiEd objects > Edit the permission access of the Object and fields (Remove the Read, Create, Edit, and Delete access to the PosiEd Objects)
Update the User’s profile to School Personnel. See the details below.
Admin Staff Role
Update the User’s profile to School Personnel
Add the user to the permission-set group
Go to Setup > Users > click the user > click permission set assignment > look for the permission set group assignment> Edit Assignement > drag the PosiEd Admin Staff to the right > click Save.
Add the user to the Public Group
Go to Setup > Public Group >click the edit button beside School: ACC Marsden Park > set the Search to Public Groups and look for the Admin staff > drag the Admin staff to the right > click Save.
Admin Leader
Update the User’s profile to School Personnel
Add the user to the permission-set group
Go to Setup > Users > click the user > click permission set assignment > look for the permission set group assignment> Edit Assignement > drag the PosiEd Admin Leader to the right > click Save.
Add the user to the Public Group
Go to Setup > Public Group >click the edit button beside School: ACC Marsden Park > set the Search to Public Groups and look for the Admin Leader > drag the Admin leader to the right > click Save.
Teacher
Update the User’s profile to School Personnel
Add the teacher to the Public Group and to the Grade Level they’re handling.
Go to Setup > Public Group >click the edit button beside School: ACC Marsden Park > set the Search to Public Groups and look for the teacher > drag the teacher to the right > click Save.
Same process > look for the Grade Level and click the edit button beside it > look for the teacher > drag the teacher to the right > click Save.
Setup Permission:
Profile Setups
School Personnel; This will be the base profile for all users except for System Administrators.
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Go to Set up
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In the Quick Find box search for Profiles.
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Click New Profile or select any Profile that has user license to whom clone you want to create (Saleforce License).
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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.
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Objects |
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Cohort |
Cohort Member |
Cohort Schedule |
Cohort Schedule |
[PosiEd] PosiEd Logs
Objects |
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PosiEd Logs |
Permission Set Groups
Add each permission set to each designated permission set group.
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This will be the base permission for users of General Admin Staff users.
[[PosiEd] Edit Accounts
[PosiEd] Attendance
[PosiEd] Create Cohort/Members/Edit Cohorts
[PosiEd] Attendance Managementnt
[PosiEd] Mark a Roll
[PosiEd] Edit Cohort/MembersRead Cohort
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] PosiEd Logs
[PosiEd] Admin Leader
This will be the base permission for users of Admin Leader.
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[PosiEd] Attendance Management
[PosiEd] Create Cohort/Members Edit Cohorts
[PosiEd] Edit Cohort/MembersCreate/Edit Kiosk Definition
[PosiEd] Create/Edit Timetable Structures
[PosiEd] Create/Edit Kiosk DefinitionEdit Accounts
[PosiEd] Log Wellbeing Observation
[PosiEd] Mark a Roll
[PosiEd] Read Cohort
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] PosiEd Logs
[PosiEd] Enrolment Staff
This will be the base permission for users of Enrolment Staff users
[PosiEd] Edit Accounts
[PosiEd] PosiEd Logs
[PosiEd] Mark a Roll
[PosiEd] Create Read Student Accounts
[PosiEd] Teaching Staff
This will be the base permission for users of Primary Teaching Staff and Secondary Teaching Staff users.
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[PosiEd] Mark a Roll
[PosiEd] Read School Accounts
[PosiEd] Read Student Accounts
[PosiEd] Read Cohort
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Automations Required for Sharing Rules Multi-School Setup
Not available yet
Sharing Rules
Account Sharing Rules
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