Skedulo for Salesforce permission sets
You can allocate permission sets to control each of your users’ access to Skedulo objects. Permission sets can be added to the Salesforce user record to grant or restrict access to specific Skedulo functionality.
The Skedulo managed package includes standard permission sets. Users must always have one of the standard Skedulo permission sets. For example, a resource should have the
Skedulo Resource permission set, a scheduler should have the
Skedulo Scheduler permission set, and so on.
A custom permission set will not receive future updates from the Skedulo managed package and might cause users to experience issues using the application.
Required permission sets
All users must apply one of the standard Skedulo permission sets, even if your organization is using custom permission sets.
Users must be assigned the
Skedulo Base permission set if no other standard Skedulo permission set is applicable.
Standard managed package permission sets
|Set name||Included permissions (not complete)||Purpose|
||This gives the user
||Schedulers can access the Skedulo web application to perform these tasks.|
||Resources, such as field-based employees, can access Skedulo using the Skedulo v2 mobile app.|
|Skedulo View All||
||This can be assigned to users who need to view Skedulo data in Salesforce for reporting purposes but do not need to use the Skedulo web or mobile apps.|
|Skedulo API User||
||To be used with the defined API user for the organization.
This permission set is a requirement for the Skedulo web application.
|Skedulo Resource Without Assigned Apps||Required for users with “Community User” and “Community User Login” licenses.|
|Skedulo Community Resource||Required for users with licenses other than “Community User” and “Community User Login” licenses, such as “Partner Community” licenses.
In addition to assigning these users the
For more information about allocating permission sets, see the Skedulo Permission Sets knowledge base article.
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