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Assign Record Types to the System Admin Profile
The tab settings and object permissions for the System Admin profile are customized when you install the Employee Concierge package. To complete the setup for this profile, assign record types to the Case and Account objects.
- From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
- In the Profiles table, click System Administrator.
- Under Apps, click Object Settings.
- Search for and select Accounts, and then click Edit.
- Under Record Types and Page Layout Assignments, make these selections:
- For Person Account, select Assigned Record Types and Default Record Type.
- Deselect all other options.
- Save your changes.
- Find and select Cases, and then click Edit.
- Under Record Types and Page Layout Assignments, make these selections:
- For IT, select Assigned Record Types and Default Record Type.
- For Page Layout Assignment, select IT.
- Deselect all other options.
- Save your changes.
- Confirm the object settings for the System Admin profile:
- Accounts
- For Tab Settings: Default On
- For Object Permissions: Read, Create, Edit, Delete, View All Records, Modify All Records
- For Record Types and Page Layout Assignments: Person Account is an Assigned Record Type and a Default Record Type
- Case
- For Tab Settings: Default On
- For Object Permissions: Read, Create, Edit, Delete, View All Records, Modify All Records
- For Record Types and Page Layout Assignments, under IT: Assigned Record Type and Default Record Type
- Accounts
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