Setting up the Manage Skills and Certifications Lightning Component
The Manage Skills and Certifications Lightning component is available on the Services Delivery workspace by default. You can also place the component on the following pages:
- Lightning app pages
- Lightning home pages
For more information, see Services Delivery Workspace Overview and PSA Lightning Components.
Permissions
You must grant users the permissions detailed in this section to enable them to use the Manage Skills and Certifications Lightning component.
Permission Controls
The functionality in the Manage Skills and Certifications Lightning component enables users to view and manage their own skills, certifications, and experience. If a user needs to view or manage skills, certifications, and experience for someone else, you must set up a permission control for the user with the following selected, as required:
- Skills And Certifications View
- Skills And Certifications Entry
Object Permissions
You must grant users the following object permissions:
- Read permission on the Resource Skill Request object
- Read, Create, and Edit permissions on the Skill or Certification Rating object
Field Permissions
You must grant users read and write permissions on all mandatory fields. Users cannot edit non-mandatory fields that they do not have read or write permissions for. For more information on the fields, see Skill or Certification Rating Fields and Experience Fields.
Permission Sets
You must assign users the following permission sets:
- For resources, assign PSA - Manage Your Skill and Certification Ratings
- For resource managers, assign PSA - Manage Skill and Certification Ratings
Disabling the Experience Feature
If you do not want PSA to display the experience a resource has in using a skill in the Manage Skills and Certifications Lightning component, you can disable the Experience feature by deselecting Enable Experience in the Skills Management custom setting.
Disabling the feature has the following effects:
- Hides the Experience tab
- Hides the Experience column on the Skills and Certifications tabs
- Prevents users from adding new experience records
Enabling the Desirable Skills Feature
The Enable Desirable Skills feature allows you to specify skills as essential or desirable while creating a resource request and managing or updating resource skill requests, you can enable this feature in the Manage Skills window by selecting Enable Desirable Skills in the Skills Management custom setting.