Assign GoMeddo Subscription Management access

Follow these steps to assign GoMeddo Subscription Management licenses and Permission Sets to your users

Assign a GoMeddo Subscription Management License

Go to Setup and search for Installed Packages
In the Installed Packages section, click on Manage Licenses next to GoMeddo Subscription Management
In the Licensed Users section, click Add Users
Add the users you want to give access

Create GoMeddo Subscription Management Permission Sets

GoMeddo Subscription Management uses Standard and Custom objects, therefore we advise creating your own permissions sets based on the end-user needs. Examples of this are the GoMeddo Subscription Management User and GoMeddo Subscription Management Admin Permission Sets as described below.

GoMeddo Subscription Management User

The user feeds GoMeddo Subscription Management with operational data and is allowed to perform most actions in GoMeddo Subscription Management.

Object	Create/Read/Update/Delete (CRUD)	Read/Write	Comment
Account	CRU	Read/Write	Allow users to create new Accounts/Person Accounts
Contacts	CRU	Read/Write	Allow users to create new Contacts
Orders	CRU	Read/Write	Allow users to create new Orders
Order Products	CRU	Read/Write	Allow users to create new Order Products for an Order
Invoices	CR	Read	Allow users to Read Invoices, issues with Invoices should be resolved by a GoMeddo Subscription Management Admin
Recurring Orders	CRU	Read/Write	Allow users to create new Recurring Orders
Recurring Order Products	CRU	Read/Write	Allow users to create new Products for Recurring Orders
Contracts	CRU	Read/Write	Allow users to create new contracts
Contract Products	CRU	Read/Write	Allow users to create products for Contracts
Price Books	R	Read	Allow users to use Price Books
Products	R	Read	Allow users to read the products of a price book
Administrations	R	Read	Allow users to read the Administrations
Administration Products	R	Read	Allow users to read the products in an Administration
VAT Code	R	Read	Allow users to read the VAT Code in an Administration
VAT Rate	R	Read	Allow users to read the VAT Rate of a VAT Code

GoMeddo Subscription Management Admin

The GoMeddo Subscription Management Admin is allowed to administer the data that the GoMeddo Subscription Management User uses in their daily work. The Admin is also change created data and delete data when necessary.

Object	Create/Read/Update/Delete (CRUD)	Read/Write	Comment
Account	CRU	Read/Write	Allow users to create new Accounts/Person Accounts
Contacts	CRU	Read/Write	Allow users to create new Contacts
Orders	CRUD	Read/Write	Allow users to manage new Orders
Order Products	CRUD	Read/Write	Allow users to manage Order Products for an Order
Invoices	CRUD	Read/Write	Allow users to manage Invoices
Recurring Orders	CRUD	Read/Write	Allow users to manage Recurring Orders
Recurring Order Products	CRUD	Read/Write	Allow users to manage Products for Recurring Orders
Contracts	CRUD	Read/Write	Allow users to manage contracts
Contract Products	CRUD	Read/Write	Allow users to manage products for Contracts
Price Books	CRUD	Read/Write	Allow users to manage Price Books
Products	CRUD	Read/Write	Allow users to manage the products of a price book
Administrations	CRUD	Read/Write	Allow users to manage the Administrations
Administration Products	CRUD	Read/Write	Allow users to manage the products in an Administration
VAT Code	CRUD	Read/Write	Allow users to manage the VAT Code in an Administration
VAT Rate	CRUD	Read/Write	Allow users to manage the VAT Rate of a VAT Code