![]() ![]() Share Board Filters: Ability to access Sharing Settings on Project, Task, and Board Filters to managing filter sharing with Public Groups.Enhanced Filtering Admin: Opens up access to manage enhanced filtering, including configurations of board and project filters, as well as sharing the filters with the applicable users.Define Task Weighting: Ability to define the mode for task weighting.The Admin Access permission set contains the following custom permissions: In other words, the power users will need to have both, the TaskRay - Standard Access and the TaskRay - Admin Access permission sets assigned to them. Important! This is a supplemental permission set and it is still required that the TaskRay - Standard Access permission set is assigned to the power user. ![]() major releases with new features, bug fixes) become available to the users automatically. This permission set also ensures that any updates to the app (e.g. TaskRay Project, TaskRay Task, TaskRay Checklist Item). With the Standard Access permission set, users will be able to read, create, edit, and delete TaskRay records (e.g. The TaskRay - Standard Access permission set ensures that the users that have it assigned get full access to all TaskRay objects and functionality. This section outlines the main TaskRay permission sets that are provided with the package. On the contrary, fully custom permission sets have to be manually updated with every release of TaskRay to ensure that the users continue to have access to all of the necessary functionality of the app. This approach will ensure that users do not lose access to any functionality or encounter permission-related errors whenever TaskRay updates take place. TaskRay - Standard Access or TaskRay - Read Only Access), along with any additional necessary permission sets and muting permissions, is the recommended approach for this purpose. Important! Permission Set Groups that are set up to include one of the "base" packaged TaskRay permission sets (e.g. For this purpose, you can create either a Permission Set Group (recommended) or a Custom Permission Set. While the permission sets provided by TaskRay should apply in most cases, it is possible to tailor permissions further if needed. Below you will find information about the different permission sets. Out of the box, TaskRay provides a set of pre-configured permission sets that can be assigned to users. After installation, it is necessary to assign permission sets to the designated users to ensure that they have the necessary level of access to the app. TaskRay access is managed by permission sets. Click on Manage Licenses next to TaskRay.Lightning: Apps | Packaging | Installed Packages.Keep in mind, if you ever need to transfer licenses between users, you can follow the same process to do so. However, you will need to complete this step once you purchase TaskRay licenses in order to provide access to the app for designated users.Īfter you purchase TaskRay licenses, you will need to assign them to the designated users to give those users access to the app. Note: This step does not apply if you are on the free trial. ![]()
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