Follow these steps to assign Subscription25 licenses and Permission Sets to your users
Assign a Subscription25 License
Go to Setup and search for Installed Packages
In the Installed Packages section, click on Manage Licenses next to Subscription25
In the Licensed Users section, click Add Users
Add the users you want to give access
Create Subscription25 Permission Sets
Subscription25 uses Standard and Custom objects, therefore we advise creating your own permissions sets based on the end-user needs. Examples of this are the Subscription25 User and Subscription25 Admin Permission Sets as described below.
Subscription25 User
The user feeds Subscription25 with operational data and is allowed to perform most actions in Subscription25.
Object
Create/Read/Update/Delete (CRUD)
Read/Write
Comment
Account
CRU
Read/Write
Allow users to create new Accounts/Person Accounts
Contacts
CRU
Read/Write
Allow users to create new Contacts
Orders
CRU
Read/Write
Allow users to create new Orders
Order Products
CRU
Read/Write
Allow users to create new Order Products for an Order
Invoices
CR
Read
Allow users to Read Invoices, issues with Invoices should be resolved by a Subscription25 Admin
Recurring Orders
CRU
Read/Write
Allow users to create new Recurring Orders
Recurring Order Products
CRU
Read/Write
Allow users to create new Products for Recurring Orders
Contracts
CRU
Read/Write
Allow users to create new contracts
Contract Products
CRU
Read/Write
Allow users to create products for Contracts
Price Books
R
Read
Allow users to use Price Books
Products
R
Read
Allow users to read the products of a price book
Administrations
R
Read
Allow users to read the Administrations
Administration Products
R
Read
Allow users to read the products in an Administration
VAT Code
R
Read
Allow users to read the VAT Code in an Administration
VAT Rate
R
Read
Allow users to read the VAT Rate of a VAT Code
Subscription25 Admin
The Subscription25 Admin is allowed to administer the data that the Subscription25 User uses in their daily work. The Admin is also change created data and delete data when necessary.
Object
Create/Read/Update/Delete (CRUD)
Read/Write
Comment
Account
CRU
Read/Write
Allow users to create new Accounts/Person Accounts
Contacts
CRU
Read/Write
Allow users to create new Contacts
Orders
CRUD
Read/Write
Allow users to manage new Orders
Order Products
CRUD
Read/Write
Allow users to manage Order Products for an Order
Invoices
CRUD
Read/Write
Allow users to manage Invoices
Recurring Orders
CRUD
Read/Write
Allow users to manage Recurring Orders
Recurring Order Products
CRUD
Read/Write
Allow users to manage Products for Recurring Orders
Contracts
CRUD
Read/Write
Allow users to manage contracts
Contract Products
CRUD
Read/Write
Allow users to manage products for Contracts
Price Books
CRUD
Read/Write
Allow users to manage Price Books
Products
CRUD
Read/Write
Allow users to manage the products of a price book
Administrations
CRUD
Read/Write
Allow users to manage the Administrations
Administration Products
CRUD
Read/Write
Allow users to manage the products in an Administration
VAT Code
CRUD
Read/Write
Allow users to manage the VAT Code in an Administration