The authorizations below define the limits of each type of Frisbii User Licence.
For each User Licence (e.g. Sales, Finance...), the CRUDs indicate the possibilities of action offered on the different objects.
Attention:
These CRUD rights may also depend on the underlying Salesforce licensing constraints (e.g. Community), please refer to the User licensing article.
Meaning of letters and symbols :
C — Create rights on this object
R — Read rights on this object
U — Update rights on this object
D — Delete rights on this object
User specifications:
The following users are natural persons, as set out in our GTC: Manager, Sales, Finance, Admin, Frisbii Plus (R) and Frisbii Plus (W).
The API licence is intended for a technical user (flow, API, ETL, etc).
Examples of CRUD implementation:
A Salesperson
has full control over the Quotations. He/ She can create an invoice (on a won Quotation) but cannot issue it (update right). He/ She can view the PDF of the invoice, but cannot create it. He/ She can create a subscription from a Quotation or an opportunity but cannot generate the invoice schedule.
can activate a subscription. This is necessary for certain of our proposed automations. If you prefer to reduce the access of the Sales people, we suggest to create an additional permission set.
A Finance has all rights on all objects.
An Admin has full rights on all objects, and access to the Frisbii administration panel, to manage certain parameters of the org.