Controlling Permissions via OWD and Permissions Sets

  • Category : Permissions
  • Article Number : 05
  • Publish Date: 22 Dec, 2023

Objective

To control and provide specific permissions to users for Sinergify Objects

Solution

This document explains how to grant Sinergify Object level permissions and the access to the records belonging to these custom objects.

We will be using two parameters to configure and control the permissions -

  • Organization Wide Defaults [OWD]

  • Permission Sets

Please follow the steps mentioned below.

  1. Install the Sinergify package on the Salesforce instance, if not installed already.

  2. After the installation, the default OWD access for Sinergify Objects will be ‘Public Read/Write’ except for the Object ‘Jira Project’.

    • If you want to share the records with all the users in Salesforce, you can change the sharing setting of the Object from ‘Public Read/Write’ to ‘Private’. After this, you can give the read access to required users by ‘View All’ on the object level through permission set.

    • And for the rest of the users whom you want to give modify and create permissions then flag the Modify All & Create option.

  3. Sinergify Objects and the minimum level of Permissions which are required-

    • Jira Project [View All]
    • JiraCommentController
    • Jira_FieldSections [View All]
    • Jira_ProjectsFieldsMapping [View All]
    • CaseJiraHelper [View All]
    • Comments
    • Child Rule Sets [View All]
    • Rule Sets [View All]
    • JiraIssues
    • JiraRelationships

  1. Please be sure to give the Field level Security [Read and Edit access] for all the above mentioned objects.

  2. Grant permissions to all the Sinergify Apex Classes beginning with the prefix NameSpace ‘Grz_Sf’. See the example in the below screenshot.

     

  3. Grant permissions to all the Sinergify Visualforce Pages beginning with the prefix NameSpace ‘Grz_Sf’. See the example in the below screenshot.

  4. Grant permissions to all the Sinergify Custom Settings beginning with the prefix  NameSpace ‘Grz_Sf’. See the example in the below screenshot.