Skedulo for Salesforce permission sets

Assigning the correct permission sets for Skedulo for Salesforce users.

Overview

You can allocate permission sets to control each of your users’ access to Skedulo objects. Permission sets can be added to the Salesforce user record to grant or restrict access to specific Skedulo functionality.

The Skedulo managed package includes standard permission sets. Users must always have one of the standard Skedulo permission sets. For example, a resource should have the Skedulo Resource permission set, a scheduler should have the Skedulo Scheduler permission set, and so on.

A custom permission set will not receive future updates from the Skedulo managed package and might cause users to experience issues using the application.

Standard managed package permission sets

Set name Included permissions (not complete) Purpose
Skedulo Base
  • Any field that is hidden in the current Skedulo Resource permission set will also be hidden in this set. The other permissions are disabled (i.e., create, edit, delete, view all and modify all).
  • This set defines the minimum permissions required for a Skedulo user. Users that are not assigned either a Scheduler, Resource, or View All permission set should at least be assigned Skedulo Base.
    		 This gives the user Read permission for all Skedulo objects.
    Skedulo Scheduler
    • Create new jobs.
    • Allocate resources to jobs.
    • Delete job allocations.
    • Notify resources of new job allocations or job modifications.
    • View job travel and routing information.
    • Create activities.
    • Create and approve unavailability requests.
    • Manage resource information.
    • View/manage job exceptions.
    		 Schedulers can access the Skedulo web application to perform these tasks.
    Skedulo Resource
    • Confirm or decline new job allocations.
    • View job details.
    • Start travel, check in, start and complete jobs.
    • Retrospectively update job time-stamps.
    • Create follow-up jobs.
    • View previous and future jobs at the same location.
    • Create unavailability requests.
    • Create activities.
    		 Resources, such as field-based employees, can access Skedulo using the Skedulo v2 mobile app.
    Skedulo View All
    • This read-only permission set will be implemented to give View All permission to all Skedulo objects and Read permission for all fields within each object. It will thus allow the user to view all Skedulo data in Salesforce, regardless of the owners.
    		 This can be assigned to users who need to view Skedulo data in Salesforce for reporting purposes but do not need to use the Skedulo web or mobile apps.
    Skedulo API User
    • A Skedulo Base permission set (as a minimum).
    • View All permissions for the Platform Event object type (sked__Change_Event__e).
    • View All permissions for the Resource object.
    • Modify All permissions for the Job and Resource Requirement objects.
    • Modify All and Create permissions for the Job Allocation object.
    		 To be used with the defined API user for the organization.

    This permission set is a requirement for the Skedulo web application.
    Skedulo Resource Without Assigned Apps Required for users with “Community User” and “Community User Login” licenses.
    Skedulo Community Resource Required for users with licenses other than “Community User” and “Community User Login” licenses, such as “Partner Community” licenses.

    In addition to assigning these users the Skedulo Community Resource Permission Set, extra sharing rules will need to be configured.

    For more information about allocating permission sets, see the Skedulo Permission Sets knowledge base article.