Scan App Permission Sets

The Vision-e Scan Salesforce Package includes several permission sets:

• Scan App Permission Set (Admin)
• Scan App Permission Set
• Scan App Events (Admin)
• Scan App Events

The permission sets can be thought of as being in two categories. The Scan App Permission Set (Admin) and Scan App Permission Set are used to enable the basic functionality of the Scan App for users.

Whereas the Scan App Events (Admin) and Scan App Events permission sets are used to enable the Events API functionality of the Scan App.

The Scan App Permission Set (Admin) is used to allow users without a System Administrator profile to use the Mobile Scan Builder to make configuration changes to the Scan App.

The Scan App Events (Admin) permission set is used to allow users without a System Administrator profile to create Scanning Event Vendors and configure Scanning Events.

Scan App Permission Set (Admin)

The Scan App Permission Set (Admin) permission set can be assigned to non-admin users to allow them access to the Mobile Scan Builder, allowing them to configure the Scan App's settings.

Along with the Scan App Permission Set (Admin) permission set, non-admin users will need several object and system permissions.

Object Permissions

The user must have Read, Create, Edit, and Delete access to the following objects, as well as Read/Edit access to their fields.

• Lead
• Contact
• Event
• Case
• Task

System Permissions

• Edit Tasks
• Edit Events
• Access Activities
• View Setup and Configuration: required if using the Enterprise Mobile Scan Builder
• Customize Application: required if using the Enterprise Mobile Scan Builder

Scan App Permission Set

The Scan App Permission Set must be assigned to any non-admin users using the Scan App. It gives them access to the app’s core features, including the ability to send scans to the Scanning Queue.

Scan App Events (Admin)

The Scan App Events (Admin) permission set allows non-admin users to create Scanning Event Vendors and Scanning Events in the Scanning Events App in Salesforce. It is required when setting up events for the Events API feature.

Scan App Events

The Scan App Events permission set is necessary for non-admin users to use the Events API feature in the Scan App. The Scan App Events permission set needs to be assigned along with the Scan App permission set.

Assigning Licenses for the Scan Package

In addition to permission sets, users must also be assigned a license to access the Scan package and app.

To Assign a License:

1. Go to Setup.
2. In the Quick Find box, search for Installed Packages.
3. Find the Scanning package.
4. Click Manage Licenses.

License Overview:

On the Scanning package details page, you can view:

• Allowed Licenses – Total number of licenses available
• Used Licenses – Number of licenses currently assigned
• A list of users who have already been assigned a license

Licenses can be assigned or reassigned at any time.

To Add Users:

1. Click Add Users.
2. From the list of available users, select the user(s) you want to assign a license to.
3. Click Add to confirm.