As part of the new Supportworks Package v3.6 a Permission Set has been added which grants permissions to Users. The Permission Set contains the following permissions:
OBJECT | READ | CREATE | EDIT |
PROJECT COST | YES | YES | YES |
PROJECT ACTIVITY | YES | YES | YES |
PROJECT INCENTIVES | YES | YES | YES |
PROJECT | YES | YES | YES |
ZIPCODE | YES | YES | YES |
SALE ITEM | YES | YES | YES |
SALE | YES | YES | YES |
EMAIL CONTENT | YES | YES | YES |
MATERIAL | YES | YES | YES |
TIME RECORD | YES | YES | YES |
INTEREST | YES | YES | YES |
QUOTE | YES | YES | YES |
QUOTE ITEM | YES | YES | YES |
OAUTHSERVICES | YES | YES | YES |
OAUTHTOKEN | YES | YES | YES |
COMMISSION RATES | YES | YES | YES |
LEAD SOURCE | YES | YES | YES |
APPOINTMENT | YES | YES | YES |
OBJECT | FIELD | VISIBLE | EDITABLE |
Email_Content__c | Interest__c | YES | YES |
Pending_Lead_2_Subject__c | YES | YES | |
Pending_Lead_2_Content__c | YES | YES | |
Pending_Lead_10_Subheader__c | YES | YES | |
Pending_Lead_10_Subject__c | YES | YES | |
Appointment_Video_Link__c | YES | YES | |
YES | YES | ||
Interest__c | i360__Lead_Source__c | YES | YES |
i360__Appointment__c | YES | YES | |
i360__Component__c | YES | YES | |
i360__Type__c | YES | YES | |
YES | YES | ||
Lead_Source__c | Product_Category_1__c | YES | YES |
Product_Category_1_Type__c | YES | YES | |
Primary_Product_Category__c | YES | YES | |
Pending_Lead_2_Days_Subject__c | YES | YES | |
Pending_Lead_2_Days_Content__c | YES | YES | |
Pending_Lead_10_Days_Subheader__c | YES | YES | |
Pending_Lead_10_Days_Subject__c | YES | YES | |
YES | YES | ||
Appointment__c | Product_Category_1__c | YES | YES |
Product_Category_1_Type__c | YES | YES | |
Appointment_Video_Link__c | YES | YES | |
Product Category 2 | YES | YES | |
Product Category 3 | YES | YES | |
Project__c | Install_Date__c | YES | YES |
Confirmed_On__c | YES | YES | |
i360__Project_Manager__c | YES | YES | |
Project_Summary_Multiple_HTML__c | YES | YES | |
ProjectHTML__c | YES | YES | |
Total_With_Tax__c | YES | YES | |
Receipts_Adjustment_Total__c | YES | YES | |
Receipt_Summary_HTML__c | YES | YES | |
Actual_Labor_Amount__c | YES | YES | |
YES | YES | ||
Project Activity | Assigned Dollar Amount | YES | YES |
Number of Days | YES | YES | |
Percent of Project Price | YES | YES | |
i360__Project__c | YES | YES | |
i360__Assigned_To__c | YES | YES | |
i360__Project__r.Total_Sale_Items__c | YES | YES | |
i360__Due__c | YES | YES | |
i360__Completed__c | YES | YES | |
Reminder_Call_Scheduled__c | YES | YES | |
Sent_To_Reminder_Call__c | YES | YES | |
360__Calendar_Custom_Text__c | YES | YES | |
Confirmed_On__c | YES | YES | |
i360__Project__r.i360__Sale__r.Total_Sales__c | YES | YES | |
YES | YES | ||
Quote | Estimated Labor Cost | YES | YES |
Estimated Material Cost | YES | YES | |
YES | YES | ||
Quote Item | Estimated Labor Cost | YES | YES |
Estimated Material Cost | YES | YES | |
YES | YES | ||
Material | Estimated Total Cost | YES | YES |
Labor | YES | YES | |
Quote | YES | YES | |
Quote Item | YES | YES | |
Total Quoted Quantity | YES | YES | |
Unit_of_Measure__c | YES | YES | |
Barcode__c | YES | YES | |
Model_Number__c | YES | YES | |
Materials_Cost__c | YES | YES | |
Product__c | YES | YES | |
Name | YES | YES | |
Sale_Item__c | YES | YES | |
Project__c | YES | YES | |
CreatedBy.Id | YES | YES | |
Quantity__c | YES | YES | |
Material_Type__c | YES | YES | |
Measuring_Tips__c | YES | YES | |
YES | YES | ||
Sale Item | Estimated Labor Cost | YES | YES |
Estimated Material Cost | YES | YES | |
i360__Unit_Price__c | YES | YES | |
Total_Commission_Amt__c | YES | YES | |
Project__c, i360__Taxable__c | YES | YES | |
i360__Sale__r.i360__Sales_Tax_Rate__c | YES | YES | |
Name | YES | YES | |
i360__Quantity__c | YES | YES | |
i360__Sale_Price__c | YES | YES | |
i360__Product__c, i360__Component__c | YES | YES | |
i360__Sale__c, i360__Sale__r | YES | YES | |
i360__Sales_Rep_1__r.Commission_Role__c | YES | YES | |
i360__Sale__r.i360__Sales_Rep_2__r.Commission_Role__c | YES | YES | |
Sales_Rep_1_Commission_Amt__c | YES | YES | |
i360__Sale__r.i360__Appointment__c | YES | YES | |
YES | YES | ||
Project | Ready to Invoice | YES | YES |
Total_Sale_Items__c | YES | YES | |
Commission_Total__c | YES | YES | |
Name | YES | YES | |
Summary_Total_With_Tax__c | YES | YES | |
i360__Sold_Price__c | YES | YES | |
i360__Sale__r.i360__Sales_Tax__c | YES | YES | |
i360__Completed_On__c | YES | YES | |
i360__Job_Type__c | YES | YES | |
Sold_On__c | YES | YES | |
Install_Date__c | YES | YES | |
Total_Collected__c | YES | YES | |
Completed__c | YES | YES | |
i360__Sale__c | YES | YES | |
i360__Sale__r.Sale_Type__c | YES | YES | |
i360__Sale__r.i360__Sale_ID__c | YES | YES | |
i360__Sale__r.Final_or_Not__c | YES | YES | |
i360__Sale__r.i360__Appointment__c | YES | YES | |
i360__Sale__r.i360__Sold_Price__c | YES | YES | |
i360__Project_Number__c | YES | YES | |
ReceiptHTML__c | YES | YES | |
ProjectHTML__c | YES | YES | |
YES | YES | ||
Project Incentive | Incentive_Amount__c | YES | YES |
YES | YES | ||
Project Cost | i360__Amount__c | YES | YES |
i360__Type__c | YES | YES | |
i360__Memo__c | YES | YES | |
i360__Incurred__c | YES | YES | |
i360__Amount__c | YES | YES | |
i360__Type__c | YES | YES | |
i360__Project__c | YES | YES | |
YES | YES | ||
Commission Rates | Product__c | YES | YES |
Product_Category__r | YES | YES | |
Name | YES | YES | |
Sales_Rep_1_Commission_Factor_Amt__c | YES | YES | |
Sales_Rep_1_Commission_Role__c | YES | YES | |
Sales_Rep_2_Commission_Factor_Amt__c | YES | YES | |
Sales_Rep_2_Commission_Role__c | YES | YES | |
Type__c | YES | YES | |
YES | YES | ||
Sale | i360__Sold_Price__c | YES | YES |
Time Record | Overtime Wages | YES | YES |
PROFILE SETTING | ENABLED | ||
VIEW ALL CUSTOM SETTINGS | Enable checkbox | YES | |
VIEW SETUP AND CONFIGURATIONS | Enable checkbox | YES |