Title
Permission Sets
Published Body

Case Flags comes packaged with three permission sets: one for end users, one for support team managers, and the other for application administrators.

Each permission set is described below in additional detail.


Case Flags End User:

  • Read & Edit access to high-touch packaged / standard fields on Case
  • Read & View All access to Case Flags Business Hours, and all associated fields
  • Access to the Set & Clear Flag Visualforce loading pages
  • Access to Apex Classes required by end users


Case Flags Manager:

  • All permissions listed in the Case Flags End User permission set, plus:
  • ​​​​​​​Access to create/edit Switchboard Views 
  • Ability to delete their own Switchboard Views


Case Flags Admin:

  • All permissions listed in the Case Flags Manager permission set, plus:
  • Access to the Case Flags app menu selection
  • Case Flags Setup tab
  • Access to create/edit Switchboard Views 
  • Ability to edit all other users' Switchboard View
  • Ability to delete all Switchboard Views


Notes:

  • In addition to the Case Flags Admin permission set, the External Client App will need to be configured before the admin configuring the app can make changes to the setup wizard. More information here.
  • If users with the Case Flags Manager would like to view, edit, and delete other users' Switchboard Views, they need to be granted the "Modify All Data" permission.
Documentation Name
Permission Sets