Admissions Connect provides permission sets to help you manage access to objects, fields, and the app. Permission sets are additive—they only grant access, they can’t take it away. You can assign multiple permission sets as needed, and it doesn't matter what profile a user has. Keep in mind that Users can have only one profile, but they can have multiple permission sets.
- Learn About the Different Permission Sets
To use Admissions Connect, each user must be granted these permission sets. - Assign a Permission Set
Assign the Admissions Connect - Access permission set first. This permission set assigns the Admissions Connect permission set license, which is required to assign the other Admissions Connect permission sets. - Permission Set Considerations
Users with a Salesforce Platform license must also be assigned the Lightning Console permission set license to access Admissions Connect.
Learn About the Different Permission Sets
To use Admissions Connect, each user must be granted these permission sets.
| Permission Set | Description | Required? | Package Considerations |
|---|---|---|---|
| ActionPlans | Provides access to the Action Plan functionality. | Required for all Users. | Managed |
| Document Checklist | Provides access to the Document Checklist functionality. | Required for all Users. | Managed |
| Admissions Connect - Access | Assigns the Admissions Connect permission set license. | Required for all Users. | Managed |
| Admissions Connect - Access Apex Classes for Applications | Provides access to the Apex classes needed to verify and review applications. |
Required for all admissions staff and external reviewers. Applicants don't need this permission set because Apex class access is provided in the Admissions Connect - Submit Applications permission set. |
Managed |
| Admissions Connect - Set Up and Manage | Allows directors, strategic leaders, or IT admins to set up and configure application requirements. | Only one of these role-based permission sets is required. You can also assign multiple role-based permission sets, if needed. | Unmanaged |
| Admissions Connect - Review Applications for Internal Users | Allows internal Users to review applications. | ||
| Admissions Connect - Review Applications for External Users | Allows external reviewers, such as alumni, to review applications in a portal. | ||
| Admissions Connect - Verify Applications | Allows Users to verify applications. | ||
| Admissions Connect - Recruit Applicants | Allows Users to recruit applicants. | ||
| Admissions Connect - Submit Applications | Allow applicants to view their applications in a portal. | ||
| Admissions Connect - Access Apex Classes for Document Verification | Provides access to the Apex classes needed to verify application documents. | Optionally assign this permission set to Users who verify application documents. | Managed |
Assign a Permission Set
Assign the Admissions Connect - Access permission set first. This permission set assigns the Admissions Connect permission set license, which is required to assign the other Admissions Connect permission sets.
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From Setup, search for and then select Permission Sets.
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Select the permission set that you want to assign to Users.
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Click Manage Assignments, then Add Assignments.
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Select the checkboxes next to the appropriate Users, and click Assign.
Permission Set Considerations
Users with a Salesforce Platform license must also be assigned the Lightning Console permission set license to access Admissions Connect.
You can't give Users with a Salesforce Platform license access to the Document Checklist Item object. These Users can see documents in the Admissions Connect components, but can't access the Document Checklist Item record detail pages. For details about which Admissions Connect permission sets include object permission for Document Checklist Items, see Admissions Connect Permission Set Details. If your admissions staff are using Salesforce licenses instead, consider updating your permission sets to include Read access to the Document Checklist Item object.
In order for Users to see data in the Admissions Connect components, give them the necessary permissions to all the fields and objects used to show data. For example, to show data from an applicant's Education History records, give your staff Read permission on the Education History object and on the fields in the field set specified by the matching Application Material Type record. Likewise, to show that same data to applicants in a portal, they also need Read (and potentially Edit) permission on the Education History object and fields, too.
We recommend that only the Admissions Connect administrator or administrative staff have Edit access to these fields:
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Application JSON field on Applications—This field might contain PII (personally identifiable information).
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Due Date on Application Reviews—This field is typically defined by administrative staff only.