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Post-Installation Required Tasks
Grant access to Case Management managed package users and assign page layouts.
- Grant Access to Users
Now that you've installed Nonprofit Cloud Case Management, it's time to give users access. A - Assign Case Management Page Layouts to Profiles
Update page layout assignments for all profiles assigned to your Case Management Users. These page layouts give your users access to our custom Case Management pages.
Grant Access to Users
Now that you've installed Nonprofit Cloud Case Management, it's time to give users access. A
Assign the Case Management Permission Set
In order to use Nonprofit Cloud Case Management, users need the Case Management Permission permission set.
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Click
, then click Setup. -
In the Quick Find box, type Permission Sets, then click Permission Sets.
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Select Case Management Permission.
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Click Manage Assignments, then Add Assignments.
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Select the appropriate users and click Assign.
Assign a Functional Case Management Permission Set
Now that users have access to Case Management, assign other permission sets to determine what they can do in Case Management. The available permission sets are:
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Case Management: Manage - Assign to Salesforce Admin and Program Manager.
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Case Management: View - Assign to anyone who needs view-only access.
For detailed information on these permission sets, see Permission Sets.
Assign Case Management Page Layouts to Profiles
Update page layout assignments for all profiles assigned to your Case Management Users. These page layouts give your users access to our custom Case Management pages.
- Account: Branch page layout
- Contact: Case Management page layout
- Case: Incident layout
See Update Page Layout Assignments for instructions on assigning page layouts.
