Creating/Editing Salesforce Users

Overview

This article documents how to set up Skedulo users in Salesforce.

Add a New User:

Enter the user's details (complete all required fields marked red):

First Name.
Last Name.
Email Address.
Username (This must be in the form of an email address. Salesforce will use the user's email address by default).
User License (set it to Salesforce Platform).
Profile (set it to Standard Platform User–the profile can be changed if you are using a custom profile).

Use Permission Sets for access restriction

It is not recommended that you use a custom profile for access restrictions. Access restrictions should be handled via a permission set/permission set group. See Skedulo Permission Sets.
Any changes or restrictions from the default profiles should be thoroughly tested prior to use in a live production environment to ensure that all features/functions of Skedulo work as designed.
Users Address details (optional).
Set the Skedulo User Type:
- Resource (disables the user from being able to access https://new.skedulo.com).
- Scheduler (enables the user to access https://new.skedulo.com).
- Administrator (grants the user access to the Skedulo web app admin settings).
Click Save.

Edit the user's permission set assignments:

For scheduling staff, use the scheduler permission set.

For resources, use the resource permission set.

For all others assign the baseline permission set as a minimum requirement.

Assign the user a Skedulo license.

Add users as required (Note, the Skedulo package has a limited number of user licenses).