Assigning Permission Sets
This article describes which options are available to manage permissions for your GoMeddo users. As a best practice, it is generally advisable to go for option 3 despite the slightly higher setup time required.
Recommended: Make permission set groups
Using permission set groups, introduced by Salesforce in Spring '20, the general idea is that you create a permission set group which contains at least three permission sets:
A GoMeddo permission set
One of your own permission sets that expands on the GoMeddo set
A ‘muting’ permission set which disables any unwanted permissions from the GoMeddo set
Setting up permission groups is beyond the scope of this article. For more information, see the Salesforce article Create a Permission Set Group.
Can modify permissions in your own set Permissions automatically updated on upgrade
⏲ Takes some time to set up Takes no time to keep up to date with GoMeddo fields
Alternative 1: Assign the packaged permission sets
You can also assign the permission sets included in GoMeddo directly to your users. As a consequence, anytime you upgrade GoMeddo and there was a change in the permission set, that change is immediately applied to your users. The advantage of this is that permissions on new fields are immediately updated when you upgrade, for example. The disadvantage is that you can’t change any permissions in the permission set. So if there is a permission in the set that you don’t want your users to have, this option would not be suitable.
Can’t modify the packaged permissions Permissions automatically updated on upgrade Takes almost no time to set up Takes no time to maintain
Alternative 2 (not recommended): Clone the packaged permission sets
The second alternative is to clone the GoMeddo permission sets and assign these to your users. The advantage is that you have complete control over what permissions are enabled in the cloned set, so you could remove any permission that you don’t want your users to have. The disadvantage is that your cloned permission sets are not updated when GoMeddo is upgraded. So if the upgrade includes a new field, you will manually have to include it in all your cloned permission sets.
Can modify permissions in the cloned set Permissions not automatically updated on upgrade
⏲ Takes some time to set up
⏲ Takes some time keep up to date with GoMeddo fields