Setting up the PSA Mass Manage Skills and Certifications Lightning Component

You can add the PSA Mass Manage Skills and Certifications Lightning component to any Lightning app page, record page, workspace or Experience Cloud site.

For more information, see Resource Management Workspace Overview and PSA Lightning Components.

Note: To enable your users to apply skills using this component, you must select the Override Skill Zones field in the Skills Management custom setting.

Permissions

You must grant users the permissions detailed in this section to enable them to use the PSA Mass Manage Skills and Certifications Lightning component.

Permission Controls

The functionality in the PSA Mass Manage Skills and Certifications Lightning component enables users with the correct permissions to view and manage the skills and certifications for multiple resources simultaneously. 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 Contact 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.

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.

Field Sets

In the Lightning App Builder, you can select field sets to replace or be added to the default fields in the grids and filters in the component.

Mass Manage Resource Skills Grid

The default fields for the Mass Manage Resource Skills grid are:

  • Full Name
  • Resource Role
  • Account ID
  • Email
  • Region
  • Practice
  • Group
  • Skills and Certifications
Note: The Skills and Certifications column displays the last five modified skills and certifications.

The Contact Columns Field Set field uses field sets from the Contact object. If you select a field set for this field, the columns defined in the field set replace the default columns in the grid.

Skills and Certifications Grid

The default fields for the Skills and Certifications grid are:

  • Skills and Certifications
  • Rating
  • Record Type Name
  • Last Modified Date

The Skill Rating Columns Field Set field uses field sets from the Skill or Certification Rating object. If you select a field set for this field, the columns defined in the field set are added to the columns in the grid. For more information, see Skill or Certification Rating Field Sets

Note: Reference object fields other than Name are not included in the grid, even if they are added to the Contact and Skill or Certification Rating field sets.