Previous Step: Configuration Guide – Create Profiles

 

Before we can start using the profiles we created, we need to give the correct permissions to each profile.

 

ShiftEmployee Profile

  • Go to Setup
  • Click Manage Users | Profiles

employee1

  • Press Edit | ShiftExpert Employee

employee2

  • In the Custom App Setting Section, select ShiftExpert
  • ShiftExpert Admin Should be unselected

employee3

  • In the Tab Settings | Custom Tab Settings, the following tabs should be:
    • Requests: Default On
    • TimeSheets: Default On
    • Shifts: Default On
    • ShiftExpert (Mobile): Default On
    • All the other tabs should be: Tab Hidden

tabs-employee

  • Click Save

 

  • Click ShiftExpert Employee (not the Edit button)
  • Scroll down to Enabled Apex Class Access | Edit
  • Add all of the following Apex Clasess:
    • CKSW_SHIFT.Ctrl001_ShiftReview
    • CKSW_SHIFT.Ctrl002_TimesheetClock
    • CKSW_SHIFT.TimesheetFunctions
    • CKSW_SHIFT.TimesheetStepsFunctions
  • Click Save

 

  • Click ShiftExpert Employee (not the Edit button)
  • Scroll down to Enabled Visualforce Page Access | Edit
  • Add all of the following Visualforce Pages:
    • CKSW_SHIFT.VF001_ShiftReview
    • CKSW_SHIFT.VF002_TimesheetClock
  • Click Save

 

ShiftPlanner Profile

  • Go to Setup
  • Click Manage Users | Profiles
  • Click Edit | ShiftExpert Planner
  • In the Custom App Setting Section, select ShiftExpert
  • ShiftExpert Admin should be unselected

employee3

  • In the Tab Settings | Custom Tab Settings, the following tabs should be:
    • Demands: Default On
    • Locations:  Default On
    • Positions:  Default On
    • Requests: Default On
    • Resource Contract:  Default On
    • Resource:  Default On
    • ShiftExpert:  Default On
    • ShiftExpert: (Mobile): Default On
    • Shifts: Default On
    • TimeSheets: Default On
    • All the other tabs should be: Tab Hidden

tabs-planner

  • Click Save

 

  • Click ShiftExpert Planner (not the Edit button)
  • Scroll down to Enabled Apex Class Access | Edit
  • Add all of the following Apex Clasess:
    • CKSW_SHIFT.Ctrl001_ShiftReview
    • CKSW_SHIFT.Ctrl002_TimesheetClock
    • CKSW_SHIFT.TimesheetFunctions
    • CKSW_SHIFT.TimesheetStepsFunctions
    • CKSW_SHIFT.Ctrl006_GetCandidates
    • CKSW_SHIFT.PostInstall
    • CKSW_SHIFT.WebServices
  • Click Save

 

  • Click ShiftExpert Planner (not the Edit button)
  • Scroll down to Enabled Visualforce Page Access | Edit
  • Add all of the following Visualforce Pages:
    • CKSW_SHIFT.VF001_ShiftReview
    • CKSW_SHIFT.VF002_TimesheetClock
    • CKSW_SHIFT.GridWeeklyPrinting
    • CKSW_SHIFT.PremiumServices
    • CKSW_SHIFT.VF006_Schedule
    • CKSW_SHIFT.VF009.ShiftExpert
    • CKSW_SHIFT.VF011_ShiftChatter
  • Click Save

 

ShiftAdmin Profile

  • Go to Setup
  • Click Manage Users | Profiles
  • Click Edit | ShiftExpert Planner
  • In the Custom App Setting Section, select ShiftExpert, ShiftExpert Admin

admin1

  • In the Tab Settings | Custom Tab Settings, change All the tabs to Default On

Tabs-admin

  • Click Save

 

  • Click ShiftExpert Admin (not the Edit button)
  • Scroll down to Enabled Apex Class Access | Edit
  • Add all of the following Apex Clasess:
    • CKSW_SHIFT.Ctrl001_ShiftReview
    • CKSW_SHIFT.Ctrl002_TimesheetClock
    • CKSW_SHIFT.TimesheetFunctions
    • CKSW_SHIFT.TimesheetStepsFunctions
    • CKSW_SHIFT.Ctrl006_GetCandidates
    • CKSW_SHIFT.PostInstall
    • CKSW_SHIFT.WebServices
  • Click Save

 

  • Click ShiftExpert Admin (not the Edit button)
  • Scroll down to Enabled Visualforce Page Access | Edit
  • Add all of the following Visualforce Pages:
    • CKSW_SHIFT.VF001_ShiftReview
    • CKSW_SHIFT.VF002_TimesheetClock
    • CKSW_SHIFT.GridWeeklyPrinting
    • CKSW_SHIFT.PremiumServices
    • CKSW_SHIFT.VF006_Schedule
    • CKSW_SHIFT.VF009.ShiftExpert
    • CKSW_SHIFT.VF011_ShiftChatter
    • CKSW_SHIFT.VF003_Settings
    • CKSW_SHIFT.VF007_SkillsSelection
  • Click Save

 

Next Step: Configuration Guide – Setting Up ShiftExpert Users