Enabling Policy Coverage & Risk Profile

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Overview

The Policy Coverage and Risk Profile functionality within Practifi is available for access by permission sets added to the user's profile. To add permission sets to a user's profile, you must be a System Administrator within your organization. This article outlines the steps to assign these permissions to a user within your organization and later remove these permissions. For more information about permission sets, please consult our Managing User Permissions article.

Adding the permission sets

Policy Coverage and Risk Profile functionality sets are available to users assigned the Practifi - Additional Features - Policy Coverage User and Practifi - Risk Profile Feature permission sets. System Administrators can add these permission sets on a user-by-user basis by assigning them to a user profile or to a permission set group to allow all users with that group assigned to have access to these features.

Single user profile 

These two permission sets can be assigned on a user-by-user basis, which gives more flexibility to user access within your organization. This means that a select group of users can access this functionality without granting every user within your firm access.

To assign these permissions to a single user:

  1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page (represented bySettings_Cog.png ) and select Setup.
  2. Use the Quick Find search bar on the upper-left side of the page to search for “Users.”
  3. Select Users under the Users section in the Quick Find search results.
  4. On the Users list, select the user’s name to view their profile.
  5. Navigate to the Permission Set Assignments section on the user profile.
  6. In this section, select Edit Assignments.
  7. Select the Practifi - Additional Features - Policy Coverage User and Practifi - Risk Profile Feature permission sets from the Available Permission Set Groups list. When the permission sets are selected properly, the names will highlight blue within the list.
  8. Select Add to move the permission sets to the Enabled Permission Set list.
  9. Press Save to finalize the addition of these permission sets.

Permission set group 

System Administrators can also add these permissions to a permission set group. Adding these to a permission set group means that each user assigned this group can access these features. This should only be added when you are certain that all users with this permission set group should have access to this feature. Once assigned to a permission set group, it will not be possible to selectively remove this permission from users within the group. 

To add these permission sets to a permission set group:

  1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page (represented bySettings_Cog.png ) and select Setup.
  2. Use the Quick Find search bar on the upper-left side of the page to search for “Permission Set Groups.”
  3. Select Permission Set Groups under the Users section in the Quick Find search results. 
  4. Select the hyperlinked permission set group API name for the group you would like to access this functionality on the Permission Set Groups list.
  5. In the Permission Sets section, select the Permission Sets in Group hyperlink. This will open a list of all permission sets included in the permission set group. 
  6. Select the Add Permission Set button at the top of the permission set list. 
  7. Check the Action checkbox to the left-hand side of the Practifi - Additional Features - Policy Coverage User and Practifi - Risk Profile Feature permission sets.
  8. Once these are selected, click the Add button to include these permissions into the permission set group. After a browser page refresh, this change will impact all users assigned this permission set group to pull the permission change forward into their browser session.

Removing the permission sets

If a user no longer needs access to the Policy Cover and Risk Profile functionality within your organization, their access to the functionality can be revoked by removing the Practifi - Additional Features - Policy Coverage User and Practifi - Risk Profile Feature permission sets from either their user profile or from the permission set group. 

Single user profile

Removing the permission from the user's profile means that the user will not have access to your organization's Policy Coverage and Risk Profile functionality.

Please note: If your firm utilized the addition of this permission through a permission set group, it would need to be managed and removed by the permission set group settings. You will not be able to remove this functionality from an individual user within the permission set group unless it has been assigned on a user-by-user basis.

To remove these permissions from a single user profile:

  1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page (represented bySettings_Cog.png ) and select Setup.
  2. Use the Quick Find search bar on the upper-left side of the page to search for “Users.”
  3. Select Users under the Users section in the Quick Find search results.
  4. On the Users list, select the user’s name to view their profile.
  5. Navigate to the Permission Set Assignments section on the user profile.
  6. In this section, select Edit Assignments.
  7. Select the Practifi - Additional Features - Policy Coverage User and Practifi - Risk Profile Feature permission sets from the Enabled Permission Set Groups list. When the permission sets are selected properly, the names will highlight blue within the list.
  8. Select Remove to move the permission sets to the Available Permission Set list.
  9. Press Save to finalize the addition of these permission sets. 

Permission set group

Removing these permissions from a permission set group means that all users with this permission set group assigned to their user profile will not access the Policy Coverage and Risk Profile functionality within your organization. Once removed from the permission set group, the access can then be granted on a user-by-user basis if necessary. 

To remove these permissions from permission set groups in your organization:

  1. Navigate to the Salesforce Setup page by clicking the gear icon in the upper right-hand corner of the page (represented bySettings_Cog.png ) and select Setup.
  2. Use the Quick Find search bar on the upper-left side of the page to search for “Permission Set Groups.”
  3. Select Permission Set Groups under the Users section in the Quick Find search results. 
  4. Select the hyperlinked permission set group API name for the group you would like to remove access to this functionality on the Permission Set Groups list.
  5. In the Permission Sets section, select the Permission Sets in Group hyperlink. This will open a list of all permission sets included in the permission set group. 
  6. Check the Action checkbox to the left-hand side of the Practifi - Additional Features - Policy Coverage User and Practifi - Risk Profile Feature permission sets.
  7. Once these are selected, click the Remove Permission Sets button to remove these permissions from the permission set group. After a browser page refresh, this change will impact all users assigned this permission set group to pull the permission change forward into their browser session.
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