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Follow these steps to assign Booker25 licenses and Permission Sets to your users

Assign a Booker25 License

Info

You can skip this step if you're on a sandbox, or if you are using a Trial version of Booker25, or if you have purchased a site-wide license from us.

  1. Go to Setup and search for Installed Packages
  2. In the Installed Packages section, click on Manage Licenses next to Booker25
  3. In the Licensed Users section, click Add Users
  4. Add the users you want

Assign a Booker25 Permission Set

  1. Go to Setup and search for Users
  2. Click on the user you want to assign a Booker25 Permission Set to
  3. Scroll down to the Permission Set Assignments section
  4. Click Edit Assignments
  5. Select any of the 3 B25 licenses and click on the Add arrow

The user will now be able to use Booker25.

Permissions Overview

B25 User

This permission set is intended for basic users. It allows them to interact with Reservations and Booker25's calendars. It does not allow them to change Booker25 configuration.

ObjectReadCreateEditDeleteView AllModify AllNotes

ABR Queue Item

XX----Automated Booking RuleX-----Automated Booking Rule LocationX-----AvailabilityX-----CalendarX-----Calendar Reservation TypeX-----Calendar ViewX-----ConflictXXXX--DimensionX-----Dimension FieldX-----Dimension JunctionX-----Dimension Junction Display SettingX-----Dynamic Grouping FieldX-----Field AssignmentX-----Filterable FieldX-----GroupX-----Group MembershipX-----Hover DefenitionX-----Hover FieldX-----Predefined TimeframeX-----Recurring ReservationXXXX--Related ListX-----Related List FieldX-----ReservationXXXX--Reservation ColorX-----Reservation Contact------Due to Salesforce constraints we are not able to include permissions for this object. For more information: Add Reservation Contact permissionsReservation Display ContextX-----Reservation StatusX-----Reservation TemplateX-----Reservation TitleX-----Reservation Title GroupX-----Reservation TypeX-----Reservation Type StatusX-----ResourceX-----Resource GroupingX-----Resource LayoutX-----Resource TypeX-----ServiceX-----Service AvailabilityX-----Service ReservationXXXX--Service TypeX-----StaffX-----Sync ConnectionX-----Sync Error------Time HeaderX-----User SettingXXXX--ViewX-----

B25 Community User

Booker25 Community Users can create reservations but are not allowed to change any of the settings and availabilities for the system.

ObjectReadCreateEditDeleteView AllModify All

ABR Queue Item

XX----Automated Booking Rule------Automated Booking Rule Location------AvailabilityX-----Calendar------Calendar View------Field Assignment------Filterable Field------Group------Group Membership------Predefined TimeframeX-----Recurring ReservationXXXXXXReservationXXXX--Reservation Contact------Reservation Display------Reservation StatusX---X-ResourceX-----Resource LayoutX-----Resource TypeX---X-ServiceX---X-Service AvailabilityX-----Service ReservationXXXX--Service TypeX---X-StaffX-----User SettingXXXX--View------

B25 Admin

Booker25 Admins are allowed to change all the settings, availabilities and reservations in the system.

ObjectReadCreateEditDeleteView AllModify AllNotes

ABR Queue Item

XXXXXXAutomated Booking Rule------Automated Booking Rule LocationXXXXXXAvailabilityXXXXXXCalendar------Calendar View------Field Assignment------Filterable FieldXXXXXXGroup------Group Membership------Predefined TimeframeX---X-Recurring ReservationXXXXXXReservationXXXXXXReservation Contact------Reservation Display------Reservation StatusXXXXXXResourceXXXXXXResource LayoutXXXXXXResource TypeXXXXXXServiceXXXXXXService AvailabilityXXXXXXService ReservationXXXXXXService TypeXXXXXXStaffXXXX--User SettingXXXX--View------

The permission sets included in Booker25 are described here: Permission Sets included in Booker25.


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