9) Setup Users
Overview
To ensure that users can access GoldFinch and perform their required tasks, they must be set up in Salesforce/GoldFinch with the correct permissions.
Steps to Set Up Users and Assign Permission Sets
Open Salesforce Setup:
Click the Setup icon and select Setup to launch the Setup page in a new tab.
Add a New User:
Click on Users to add a new user.
Enter the required user details such as name, email address, company, etc.
Populate Key Fields:
Username: Typically the user’s email address.
Role: This field is optional.
User License: Select Salesforce Platform for regular users.
Profile: Choose Standard Platform User.
Save the User:
Click Save to create the new user.
After saving, click Edit next to the user’s name to assign the required Permission Sets.
Assign Permission Sets:
Scroll down and click Edit Assignments to assign the necessary Permission Sets.
Look at other similar users to determine which sets are required.
For standard users, assign:
GFERP Standard User Permission Set
GFERP Extension Permission Set
For users managing Accounting, add:
GFERP Accounting Permission Set
For super users, add:
GFERP Full Access to Setup Tables Permission Set
Custom Permission Sets:
You can create customized Permission Sets by cloning the out-of-the-box GoldFinch permission sets.
Assign a GoldFinch License:
Search for Installed Packages, then click Manage Licenses to assign a GoldFinch Cloud Solutions user license.
Configure Special Permissions:
Select App Launcher > User Setup to configure special permissions for users.
A User Setup record is required if the user needs access to the following permissions:
Unpost
Delete Sales Order
Unhold Sales Order
Special Posting Date Range
Mobile Access
Deactivating Users
To deactivate a user:
Go to the Users page and uncheck the Active checkbox.
The license for GoldFinch will be automatically removed once the user is deactivated.
