Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution, Axsy Smart Forms
In addition to assigning users Axsy managed package licenses, users will also need to be assigned an appropriate permission set based on their job role.
Axsy Permission Sets: In most cases, a user will either fulfil the role of a back-office administrator or a field / mobile user role. Accordingly, each Axsy managed package provides two permission sets - one for each role. Axsy permission sets are configured to only access Axsy assigned apps, Axsy objects, Axsy custom fields on standard Salesforce objects and Axsy custom settings to provide a user experience consistent with users job-roles. For example the Axsy Mobile Administrator permission set enables full usage of the Axsy Mobile web app and the Axsy Mobile app. The Axsy Mobile User permission set only enables usage of the Axsy Mobile app. Axsy permission sets do not need to be aligned with user profiles, for example standard profile users could be assigned the Axsy Mobile Administrator permission set if their role requires them to use the Axsy Mobile web app.
Axsy Summer '23 Permission Sets
| Axsy Managed Package | Included Permission Sets |
|---|---|
| Axsy Mobile for Salesforce | Axsy Mobile User: Standard mobile user of Axsy Mobile for Salesforce Axsy Mobile Administrator: Administrator of Axsy Mobile for Salesforce |
| Axsy Field Service | Axsy Field Service User: Standard mobile user of Axsy Field Service Axsy Field Service Administrator: Administrator of Axsy Field Service |
| Axsy Public Sector | Axsy Public Sector Mobile User: Standard mobile user of Axsy Public Sector Axsy Public Sector Administrator: Administrator of Axsy Public Sector |
| Axsy Retail Execution | Axsy ReX Mobile User: Standard mobile user of Axsy Retail Execution Axsy ReX Administrator: Administrator of Axsy Retail Execution |
| Axsy Smart Forms | Axsy Smart Forms Mobile User: Standard mobile user of Axsy Smart Forms Axsy Smart Forms Full User: Administrator of Axsy Smart Forms |
Axsy Summer '24 Permission Sets
| Axsy Managed Package | Included Permission Sets |
|---|---|
| Axsy Mobile for Salesforce | Core Permissions: The following Axsy Mobile permission sets are used in Field Service, Public Sector, Retail Execution and Salesforce Platform orgs: Axsy Mobile User: Standard mobile user of Axsy Mobile for Salesforce Axsy Mobile Administrator: Administrator of Axsy Mobile for Salesforce Additionally: For Public Sector and Retail Execution orgs only: Axsy Scheduler Core Axsy Scheduler Resource Manager Axsy Scheduler Tags Manager For Retail Execution Orgs only: Axsy Smart Vision Administrator |
| Axsy Field Service | None required |
| Axsy Public Sector | Axsy Public Sector: Permission set for all user profiles |
| Axsy Retail Execution | Axsy Retail Execution: Permission set for all user profiles |
| Axsy Visit Scheduler | Axsy Scheduler use Visits |
| Axsy Smart Forms | Axsy Smart Forms Mobile User: Standard mobile user of Axsy Smart Forms Axsy Smart Forms Full User: Administrator of Axsy Smart Forms |
| Axsy Visit Notifications (only used in Public Sector and Retail Execution orgs) | None required |
Salesforce Permission Sets: In addition to Axsy permission sets, appropriate Salesforce permission sets - e.g. for Salesforce Field Service, Public Sector Solutions or Consumer Goods Cloud may also need to be assigned to users. Please see the appropriate Salesforce documentation for more information.