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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. |
- Go to Setup and search for Installed Packages
- In the Installed Packages section, click on Manage Licenses next to Booker25
- In the Licensed Users section, click Add Users
- Add the users you want
Assign a Booker25 Permission Set
- Go to Setup and search for Users
- Click on the user you want to assign a Booker25 Permission Set to
- Scroll down to the Permission Set Assignments section
- Click Edit Assignments
- 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.
| Object | Read | Create | Edit | Delete | View All | Modify All | Notes |
|---|---|---|---|---|---|---|---|
ABR Queue Item | X | X | - | - | - | - | |
| Automated Booking Rule | X | - | - | - | - | - | |
| Automated Booking Rule Location | X | - | - | - | - | - | |
| Availability | X | - | - | - | - | - | |
| Calendar | X | - | - | - | - | - | |
| Calendar Reservation Type | X | - | - | - | - | - | |
| Calendar View | X | - | - | - | - | - | |
| Conflict | X | X | X | X | - | - | |
| Dimension | X | - | - | - | - | - | |
| Dimension Field | X | - | - | - | - | - | |
| Dimension Junction | X | - | - | - | - | - | |
| Dimension Junction Display Setting | X | - | - | - | - | - | |
| Dynamic Grouping Field | X | - | - | - | - | - | |
| Field Assignment | X | - | - | - | - | - | |
| Filterable Field | X | - | - | - | - | - | |
| Group | X | - | - | - | - | - | |
| Group Membership | X | - | - | - | - | - | |
| Hover Defenition | X | - | - | - | - | - | |
| Hover Field | X | - | - | - | - | - | |
| Predefined Timeframe | X | - | - | - | - | - | |
| Recurring Reservation | X | X | X | X | - | - | |
| Related List | X | - | - | - | - | - | |
| Related List Field | X | - | - | - | - | - | |
| Reservation | X | X | X | X | - | - | |
| Reservation Color | X | - | - | - | - | - | |
| Reservation Contact | - | - | - | - | - | - | Due to Salesforce constraints we are not able to include permissions for this object. For more information: Add Reservation Contact permissions |
| Reservation Display Context | X | - | - | - | - | - | |
| Reservation Status | X | - | - | - | - | - | |
| Reservation Template | X | - | - | - | - | - | |
| Reservation Title | X | - | - | - | - | - | |
| Reservation Title Group | X | - | - | - | - | - | |
| Reservation Type | X | - | - | - | - | - | |
| Reservation Type Status | X | - | - | - | - | - | |
| Resource | X | - | - | - | - | - | |
| Resource Grouping | X | - | - | - | - | - | |
| Resource Layout | X | - | - | - | - | - | |
| Resource Type | X | - | - | - | - | - | |
| Service | X | - | - | - | - | - | |
| Service Availability | X | - | - | - | - | - | |
| Service Reservation | X | X | X | X | - | - | |
| Service Type | X | - | - | - | - | - | |
| Staff | X | - | - | - | - | - | |
| Sync Connection | X | - | - | - | - | - | |
| Sync Error | - | - | - | - | - | - | |
| Time Header | X | - | - | - | - | - | |
| User Setting | X | X | X | X | - | - | |
| View | X | - | - | - | - | - |
B25 Community User
Booker25 Community Users can create reservations but are not allowed to change any of the settings and availabilities for the system.
| Object | Read | Create | Edit | Delete | View All | Modify All |
|---|---|---|---|---|---|---|
ABR Queue Item | X | X | - | - | - | - |
| Automated Booking Rule | - | - | - | - | - | - |
| Automated Booking Rule Location | - | - | - | - | - | - |
| Availability | X | - | - | - | - | - |
| Calendar | - | - | - | - | - | - |
| Calendar View | - | - | - | - | - | - |
| Field Assignment | - | - | - | - | - | - |
| Filterable Field | - | - | - | - | - | - |
| Group | - | - | - | - | - | - |
| Group Membership | - | - | - | - | - | - |
| Predefined Timeframe | X | - | - | - | - | - |
| Recurring Reservation | X | X | X | X | X | X |
| Reservation | X | X | X | X | - | - |
| Reservation Contact | - | - | - | - | - | - |
| Reservation Display | - | - | - | - | - | - |
| Reservation Status | X | - | - | - | X | - |
| Resource | X | - | - | - | - | - |
| Resource Layout | X | - | - | - | - | - |
| Resource Type | X | - | - | - | X | - |
| Service | X | - | - | - | X | - |
| Service Availability | X | - | - | - | - | - |
| Service Reservation | X | X | X | X | - | - |
| Service Type | X | - | - | - | X | - |
| Staff | X | - | - | - | - | - |
| User Setting | X | X | X | X | - | - |
| View | - | - | - | - | - | - |
B25 Admin
Booker25 Admins are allowed to change all the settings, availabilities and reservations in the system.
| Object | Read | Create | Edit | Delete | View All | Modify All | Notes |
|---|---|---|---|---|---|---|---|
ABR Queue Item | X | X | X | X | X | X | |
| Automated Booking Rule | - | - | - | - | - | - | |
| Automated Booking Rule Location | X | X | X | X | X | X | |
| Availability | X | X | X | X | X | X | |
| Calendar | - | - | - | - | - | - | |
| Calendar View | - | - | - | - | - | - | |
| Field Assignment | - | - | - | - | - | - | |
| Filterable Field | X | X | X | X | X | X | |
| Group | - | - | - | - | - | - | |
| Group Membership | - | - | - | - | - | - | |
| Predefined Timeframe | X | - | - | - | X | - | |
| Recurring Reservation | X | X | X | X | X | X | |
| Reservation | X | X | X | X | X | X | |
| Reservation Contact | - | - | - | - | - | - | |
| Reservation Display | - | - | - | - | - | - | |
| Reservation Status | X | X | X | X | X | X | |
| Resource | X | X | X | X | X | X | |
| Resource Layout | X | X | X | X | X | X | |
| Resource Type | X | X | X | X | X | X | |
| Service | X | X | X | X | X | X | |
| Service Availability | X | X | X | X | X | X | |
| Service Reservation | X | X | X | X | X | X | |
| Service Type | X | X | X | X | X | X | |
| Staff | X | X | X | X | - | - | |
| User Setting | X | X | X | X | - | - | |
| View | - | - | - | - | - | - |
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