We understand that not all of our TaskRay customers need to manage permissions to the features and functionalities in our app at a micro-level, but many do. So when Salesforce introduced Permission Set Groups in their Spring 2020 release, we all jumped for joy because creating and maintaining custom permission sets for TaskRay got exponentially easier.

Before

Before Permission Set Groups, Admins had to create custom permission sets and pair them with the supplemental permission set provided by TaskRay at each major release. We have three major releases a year, so this process could be time-consuming and frustrating to manage. 

After

Now, by using Permission Set Groups with our base permission set, “TaskRay – Standard Access,” you can eliminate the tedious process of auditing and updating custom permissions. Because our packaged permission set is managed within TaskRay, it is updated at each major release to include access to new features, bug fixes, and any additional updates to the app.*

How It Works

Our Standard Access permission set opens up full access to all TaskRay objects and functionality and allows users to read, create, edit, and delete TaskRay records, e.g. TaskRay Project, TaskRay Task, TaskRay Checklist Item. 

Once a Permission Set Group is set up using our Standard Access permission set, you can then set up and pair a custom “Muting” permission set, in which you can turn off or restrict create, read, edit, and delete access to specific objects and fields. 

PERMISSION SET GROUPS

TaskRay Permission Set Groups (screen shot)

TASKRAY MUTING PERMISSION SET

TaskRay Muting Permission Set (screen shot)

Here’s an example:

Let’s assume the Ajax Company’s Customer Success team has two groups of TaskRay users that need special permissions: Reps and Managers.

Step 1: Ajax’s Admin would set up two permission set groups using the TaskRay – Standard Access permission set.

Step 2: Admin would then create and pair “Muting” permission sets—one for the Reps and another for the Managers, restricting access to the objects, fields or actions as required.

Step 3: When a new user comes on board (or leaves), Admin would assign (or remove) them to the appropriate Permission Set Group. 

You can see how using this feature makes it so much easier to manage and scale access to TaskRay!

To learn more about how Permission Set Groups work, check out this Salesforce Help article. And if you have any TaskRay-related questions as you work on your configurations, please don’t hesitate to reach out to us at support@taskray.com

*We recommend that your admin checks out the new features in each release to make sure there is nothing in the new release they need to “mute” for certain groups of users.

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