Open topic with navigation
Security and Sharing
If you have the privileges to do so, you can grant Salesforce users access to FinancialForce PSA components in three ways:
- User profiles — these control access to FinancialForce PSA fields, Visualforce pages, Apex classes, and Objects.
- FinancialForce PSA Apps — these control access to FinancialForce PSA tabs.
- Salesforce Role Hierarchy, Org-wide Sharing Model and or Sharing Rules — these control access to FinancialForce PSA records.
FinancialForce PSA includes the following Apps out of the box:
- Admin — displays the tabs for a typical administrator user.
- Field — displays the tabs for a typical field or consultant user.
- Management — displays the tabs for a typical manager user.
- Operations — displays the tabs for a typical FinancialForce PSA administrator user.
As an administrator, you can modify the tabs displayed to a FinancialForce PSA user.