Geopointe

Post-Installation Steps – Users and Profiles

After completing the basics and integration, it’s time to make Geopointe available to your end users.

  1. Set User Permissions
  2. Manage Licensed Geopointe Users
  3. Check User Profiles

Set User Permissions

Click Set User Permissions, on the Org Settings sub-tab of Geopointe Setup. This runs a background process that ensures your Geopointe users will have full visbility to the application. Not clicking this button could result in users being unable to use the map.

Once you’ve clicked it, you’ll get a dialogue box of explanation. Click OK to continue.

The output of this job could be completed manually if that is what you prefer. This job will assign the “Geopointe Base Permissions” permission set to all of your users. This provides them the necessary permissions for accessing all of the non-admin features. If you are familiar with Permission Sets and prefer to assign it manually to your users, you are welcome to do so.


Manage Licenses

(this step does not apply to Sandbox installs)
Licenses control who can access Geopointe screens and related functionality. To manage licenses,  go to Setup | Installed Packages in Salesforce Setup.  This screen shows all installed packages on your Salesforce account. To manage your Geopointe licenses, click Manage Licenses underneath the Action Column.

Click Add Users to include new users in Geopointe; select who you want to give licenses to either on the next screen or navigating with the alphabet search. Click Add.  You will only be allowed to add users up to your Allowed Licenses total.

Post-Manage_Licenses_Add_User

After adding a user, that user should be able to access the Map page. If a user has any issues, check their profile settings to ensure they have the correct permissions.


Check Profiles

In order for a user to properly access Geopointe, an Admin must consider 3 things.

  1. Giving the user a license (directions above)
  2. Assigning them the Geopointe Permissions Set (also above)
  3. Ensuring the user’s profile has tab and application access

This final step may be unnecessary if you gave access to all users during install. However, if access was given to admins only, or only select profiles, these steps become necessary.

Editing a Profile
For Geopointe Users, the easiest way to check a profile is to select it from the Licensed Users screen. You’ll find the profile to the right of your user’s name. That will take you to do the profile screen so you can check and, if necessary, make changes.

Post-Profile_Select

Tab Access
Below are the recommended settings for Admins and End Users. It is up to you how to distribute the access. Note: giving someone Geopointe admin access does not mean they have admin access to all of Salesforce. For example, if you only purchase one license and it’s for a sales rep, you’ll want to give that sales rep  full admin access regardless of what other Salesforce permissions they have.

Admin Access

Profile-Admin-Tab-Settings

End User Access

Profile-End-User-Tab-Settings

Application Access (all users)

To see this in action, here are videos of how quickly you can set up a profile.

Old Profile UI

Enhanced Profile UI

Salesforce implemented a new UI for profile management a few releases ago. Unfortunately, the process of editing profiles now takes a lot more clicks. Honestly, we would recommend going to Salesforce Setup | Customize | User Interface, and unchecking “Enable Enhanced Profile User Interface” just long enough to get this process done, so you can follow the video above. If you’d rather not, however, we’ve got you covered.

When looking at the enhanced profile UI, two links are going to be most important: Assigned Apps and Object Settings.

Post-Profile_Enhanced_UI

All information changed on those pages is the same (tab access and application access) as the old UI, but a takes a little longer. This video will demonstrate.