Maica Permissions Sets
Use Client Management Permission Sets to grant your team access to the Maica goodness!
How is Access Managed in Maica?
Now that Maica is all configured and ready to go, we need to make sure that your team has access to all the relevant pieces needed to fulfil their function. In order to do this, Maica leverages standard Salesforce Permission Sets to provide access to its range of features.
A Permission Set is a collection of settings and permissions that give users access to various tools and functions without changing their profiles. Now, what does that actually mean?!
For example, let’s say you have several Plan Managers who need the ability to enter Invoices
and Claim funds from the Agency. Assign this user the Maica - Manage Plan & Service Booking
Permission Set to ensure they can access the features and functionality required in this process.
Taking this a step further, assume that only 1 of these Plan Managers needs the ability to delete a Service Booking. Assign this user the Maica - Delete Service Booking
Permission Set in addition to the one above to enable this additional functionality.
The Permission Set
is complementary to their Profile
, meaning it provides access to these Maica features in addition to what is already provided via their existing Profile
Maica Permission Sets
The table below provides an overview of the standard Maica Permission Sets.
Permission Set Name | Access Provided |
---|---|
| Provides access to all the base Maica functions, such as Apex Classes and Components. This needs to be assigned to all of your Maica users. |
| |
| Please see the matrix below. |
| Please see the matrix below. |
| Note: Users without this Permission Set cannot see the Delete option in the Manage Service Booking Quick Action accessed from the |
| Provides the ability to use the |
| Provides the ability to view and edit all the specific settings contained within the Maica Settings tab. |
| Provides the ability to handle and process the NDIS Notifications or Webhooks.
Please make sure the associated |
| Provides access to all the base Maica Client Care functions, such as Apex Classes and Components. This needs to be assigned to all of your Maica Client Care users. |
| Provides the ability to Quick Complete the Appointment. |
| Provides the ability for a user to approve a Timesheet via the Timesheet Tab. |
| Provides the ability to manage Actual Dates on the Appointment. |
| Provides the ability for a user to submit a Timesheet via the Timesheet Tab. |
| Provides the ability to manage Unavailability on the Planner. |
| Provides the ability to see Appointment Cost when managing Appointments. This will provide the user with the ability to see the total cost of the Appointment being managed. |
| Provides the ability to create Unavailability records, marked as Appointment Breaks, that are associated with Appointments. |
| Turns the ability to use the Planner Filters either on or off. |
| Provides for the ability to mark a Billable Client Note as Non-Billable via a toggle on the user interface. |
Permission Sets for Maica Object Access
In cases where Maica Client Care users are required to access object data from within the Maica Client Management solution, the following Permission Sets are part of Maica Client Management to control this access. These can be assigned to Maica Client Care users as appropriate.
Permission Set Name | Maica Client Management Object Access |
---|---|
|
|
|
|
|
|
| All Maica Client Management objects |
In order to respect any Sharing Rules or Data Access policies you may wish to implement, Maica Permission Sets do not provide View All
or Modify All
access to any objects.
We recommend managing View All
and Modify All
at the Profile level OR in a Clone of this Permission Set
The Maica Object Permission Sets provide access to the objects as outlined above but do not directly provide access to the below-listed objects, as this is inherited based on Salesforce Master-Detail
relationships, so any permissions/sharing configured for those objects will directly determine access the related Maica data objects, as shown here:
Remittance
->Account
Service
->Account
Program Enrolment
->Opportunity
Connection
->Contact
Booking Item
->Service Booking
->Contact
Plan Goal
andPlan Budget
->Plan
->Contact
Full Permission Set Overview
You can access a full overview of all the Maica Permission Sets in the Google Sheet below.
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