Add Reservation Contact permissions

GoMeddo includes an object that allows you to link multiple Contacts to a Reservation, called Reservation Contact. Salesforce does not allow us to include permissions on standard objects, such as Contact. Because Reservation Contact contains a lookup to Contact, if you intend to use Reservation Contacts you will need to give your users at least Read permissions on this object. You can do this by creating a new permission set (explained below), or by editing existing profiles or permission sets.

Create a Permission Set

1. Go to Setup, in the quick find box enter ‘Permission Sets’.

2. Click ‘New’ and fill in the form. Give the permission set a clear name, and optionally a description.
   
   

   Open

   

3. After saving the permission set, enter ‘Reservation Contact’ in the search box.

4. Open

   

   Click ‘Edit’ and set up the permissions as desired. For normal users, we recommend the following:

6. After saving the permissions, click ‘Manage Assignments’ in the top bar. Assign the permission set to all users that need it.