Add a new user:
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Using Salesforce Classic: Go to Setup > Manage Users > Users.
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Using Salesforce Lightning: Go to Setup > Users > Users.
Enter the user's details (complete all required fields marked red):
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First Name.
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Last Name.
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Email Address.
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Username (This must be in the form of an email address. Salesforce will use the user's email address by default).
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User License (set it to Salesforce Platform).
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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).
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Set the Skedulo User Type:
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Resource (disables the user from being able to access https://app.skedulo.com).
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Scheduler (enables the user to access https://app.skedulo.com).
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Administrator (grants the user access to the Skedulo web app admin settings).
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Click Save.
Edit the user's permission set assignments:
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Using Salesforce Classic: Go to Setup > Manage Users > Users.
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Using Salesforce Lightning: Go to Setup > Users > Permission Sets.
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.
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