User Profile Settings

improveit 360 Console for Lightning comes out-of-the-box with three User Profiles, configured specifically for the improveit 360 Console app. 

Your organization will want to determine if these Profile fit your general Usership, or if additional custom Profiles are needed to accommodate your Users.  

Watch this 7.5 minute video on Object Permissions, Tab Settings, Field Access and System Permissions. Follow along with the Article below to see what settings the Out-of-the Box User Profiles contain. 

Tab Settings

Let's first discuss how Tab settings are used in the application. When a User is trying to navigate to a specific object type, they will search in the App Launcher menu. The Tabs available when they search are Tabs set to "visible" on their Profile. For example, if the Accounting Dept Users need to see and enter Loans, they will likely need access to the Loans tab, and the records in the Loans object. 

Below are the Object Tab settings for each out-of-the-box Profile:

Next, let's discuss Object Permissions and how those are used.

• "Read" - Users can see records of that Object
• "Read" and "Edit" - Users can see and update information on the records
• "Read", "Edit" and "Create"  - Users can see records, update records and create new records
• "Read", "Edit", "Create" and "Delete" - Users would be able to also delete records from that object 
• "View All" - regardless of Global Object Sharing Settings Users will be able to see all records of this object
• "Modify All"- regardless of Global Object Sharing Settings Users will be able to see and update all records of this object

Note: If you are creating custom profiles for your team, please take a look at this related article. It covers the level of access which is needed on each Object for the feature to function properly. Be sure to read carefully. This Article covers what object records your Users will be able to View and Edit based on these mandatory permissions: Lightning Features and Object Dependencies FAQ

Below are the Object Permissions for each Profile. Note: Only the i360 Admin Profile has View All and Modify All data permissions out-of-the-box:

Some Objects utilize multiple Record Types. Record Types allow different fields to be displayed on the page for the different Record Types. 

Below are the Record Type settings for each Profile:

Configured Apps for each Profile:

Below are the App Permissions for each User Profile:

Finally, System Permissions dictate things like your users' ability to create and run reports, create List Views and Export data. Note: The Basic User profile does not have access to Reports and Dashboards or exporting data. 

Below are the System Permissions for each Profile: