Admin Guide - Grant Access to Resource Profile

The Resource Profile is a system object that Inspire Planner uses to store user preferences.

This help article will walk you through the necessary configurations to ensure that your Inspire Planner users have access to the Resource Profile object, fields and apex classes.

Please note the following:

• The steps outlined in this help article must be completed by a Salesforce System Administrator as it requires full access to Salesforce Setup.
   
• You only need to perform the steps below if you are using custom permission sets.

Grant Access to Resource Profile Object and Fields

If you have custom permission sets, you will need to adjust them to grant access to new objects and fields that support this feature.

Please note:

The following Inspire Planner Permission Sets already include access to the necessary objects, fields and apex classes:

• Inspire Planner Standard User - v1.12 Permission Set
• Inspire Planner - Agile Project Management

1. In Setup, enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
2. Click on your custom permission set. The image below is just an example.
   
   
    
3. Click on Object Settings.
   
   
    
4. Look for "Resource Profile" and click on it.
   
   
    
5. Click on Edit.
   
   
    
6. Follow the same permissions in the image below and click on Save.
   
   
    
7. Next, click on Apex Class Access.
   
   
    
8. Click on Edit.
   
   
    
9. Repeat the steps above for all your custom permission sets. The custom permission set assigned to the Salesforce Administrator must also have access to the object, fields, and apex classes above.