Configuring Permissions Sets
The permission set is also very similar to the profile. Whatever you can manage at profiles (Like Object permissions, Field Permissions, User permissions, Tab settings, App settings, Apex class permission, visualforce permission) the same you can manage using permission sets also. But the main difference between these two is that users can have only one profile and can have multiple permission sets at a time.
In order to grant a very specific ability to a user, you obviously don’t want to create a whole new profile just for that one difference between their abilities and the rest of their team’s! So, you can define profiles to grant minimum permissions and settings that every type of user needs, then you can use the permission set to grant additional access.
For Example:
- You have many users in your organization with some fundamental job functions. You can assign all of them with one profile that grants them all access to do their job. But some sets of people are working on special apps or some special functionality, for this type of special user you can create permission sets and can be assigned to them.
Let’s take an example: There is a sales team, who have the profile ‘Sales User’. Only James should be able to change the team’s email templates, so you as an Admin create a Permission Set called ‘Modify Email Templates’ which you add to James’s user record.
- Some users need some temporary access to a specific set of fields and objects you can create a permission set with those objects & field access and you can assign those specific users.
For more information, see Permission Sets and Permission Set Groups.
Composer Out-of-Box Permission Sets
Conga Composer is installed with the following Permission Sets that you can use for user access and permissions.
- Composer_Administrator: Setup permissions for Conga Composer Administrator.
- Composer_User: Setup permissions for Conga Composer User.
- Composer_Salesforce_Community_User: Setup permissions for Conga Composer Communities User.
If you want to use the out-of-box permission sets instead of profile level settings, the following are the minimum levels of permission and access settings required for a Conga Composer user to successfully run solutions. You must ensure the following permissions and access settings are set correctly:
