Assigning Permission Sets to Users
Assigning Permission Sets
When you are creating new users, you will be assigning Permission Sets to grant access to objects outside of profiles. The recommended practice is to assign ‘User’ Permission sets to Users with ‘TH User’ profile and ‘Admin’ Permission sets to Users with ‘TH Admin’ profile. See below.
Permission Sets | Description |
MYCE User Read Only
| This is normally someone in Operations whose Access is limited to viewing records and running reports. Read Only users cannot create, edit, or delete any records.
|
MYCE User
| Most common access level given to users who need to work with Accounts, Contacts, MYCE Quotes, Reservations, Orders, Quote Hotel Rooms etc.
|
MYCE Admin
| In addition to MYCE User access, the MYCE Admin has access to practical configuration settings of the org, such as Products, Packages, Resources, Room Types, etc.
|
|
Lobby Mews User
| Properties interfaced with Mews PMS can allow users to access Mews reservations.
|
Overbooking User | Given to users to allow them to overbook meeting spaces. |
PDF Butler User
| The PDF Butler User is permitted to merge PDF Butler documents, such as proposals, contracts, and function sheets. |
PDF Butler Admin Local | In addition to PDF Butler User access, the PDF Butler Admin Local would have been trained to amend PDF Butler documents, such as proposals, contracts and function sheets.
|
Invoicing User
| This is related to the Invoicing module where invoices are extracted for customers.
|
|
Tableau CRM Plus User
| Access to read only features enabled by Tableau CRM Plus license.
|
Tableau CRM Plus Admin
| Access to all features enabled by Tableau CRM Plus license.
|
Standard Einstein Activity Capture
| Access to Standard Einstein Activity Capture.
|
TH Users typically have the following permission sets assigned:
MYCE Yser
Lobby Mews User
MFA Salesforce Platform
Analytics View Only User
Overbooking User (to be validated with the client, if permission should be granted)
PDF Butler User
TH Admins permission sets:
MYCE Admin
Lobby Mews Admin
MFA Salesforce
Analytics View Only User
Overbooking User (to be validated with the client, if permission should be granted)
PDF Butler Admin Local
If you have more questions and or are unsure of which permission sets to assign to new users, feel free to contact Thynk Support.
Related Articles
Manage Permission Sets
What are Permission Sets? Permission Sets are useful to understand the structure of our solution. They define functional access for users to different features such as emailing, and the creation of contacts, accounts... Only Admins can manage and ...
Permissions & Security
Introduction Very good article on permissions from salesforceBen Salesforce permissions include : Object and record permissions (object level security AND record-level security -sharing-) Field permissions (field level security) Application ...
How to Recover Salesforce MFA Access?
How to Recover Salesforce MFA Access? https://help.salesforce.com/articleView?id=sf.mfa_recovery_core.htm&type=5
How to Deactivate a User
Learning Objectives At the end of this lesson you will know …. What the implications are of deactivating users How to deactivate users in Thynk Deactivating Users When a Thynk user leaves your company, you will need to deactivate them in Thynk, ...
Updating the Agreed, Expected, Guaranteed, Set Guest Numbers
Learning Objectives At the end of this lesson you will know how to…. Enter in agreed, expected, guaranteed, set guest numbers in a booking event Updating Guest Numbers in your Booking Event In the booking process, it’s quite common to estimate how ...