Configure Higher Ed Support Staff Permissions

Learn About Higher Ed Support Staff Permissions

Make sure your support staff and system administrators have the access they need to system functionality, standard and custom objects, and fields. To help you get your org up and running, Student Success Hub provides support staff and System Administrator profiles, as well a support staff permission set. If you clone these assets, you'll have all the base-level permissions documented here.

Tip Setting all permissions correctly is essential, but pay especially close attention to setting field permissions. If field permissions are incorrect, support staff are likely to encounter errors using the app. It's easy to overlook a field, and tracking down the source of errors can be tricky and time-consuming. So double-check your field permissions—or better yet, triple-check them.

Configure Higher Ed Support Staff System Permissions

Support staff need access to some specific System Permissions, which are called General User Permissions in the original profile user interface. Configure them by editing the appropriate support staff profile using the enhanced profile user interface.

1. From Setup, search for and then select Profiles.

2. Click the Profile Name for your higher ed support staff.

3. Click System Permissions and then click Edit.

4. Make sure these fields are selected:

   • Edit Events

   • Edit Tasks

5. Save your changes.

Configure Higher Ed Support Staff Object and Field Permissions

Configure object and field permissions for higher ed support staff by editing their profile. Here's how to configure permissions using the enhanced profile user interface.

1. From Setup, search for and then select Profiles.

2. Click the Profile Name that you want to set permissions and security for.

3. Click Object Settings.

4. Click the object you want to configure, click Edit, and specify the minimum Object Permissions and Field Permissions shown in the tables.

5. If you're configuring multiple objects, use the breadcrumb navigation to select the next object from the menu.

6. Save your changes.

Note

These tables document the minimum object and field access required for core Student Success Hub functionality. Without these permissions in place, your users may experience errors. If an object or field isn't listed—and many standard Salesforce items are not—it means that either:

• Student Success Hub doesn't have a dependency on it. Your institution can decide whether it wants to customize that setting, or

• It's a default, out-of-the-box setting that can't be changed.

We've also noted where access is either required only for a specific feature to work, or is recommended and not required.

For permissions for Pathways-specific objects, see Configure Support Staff Permissions for Pathways.

Account Permissions for Higher Ed Staff

Configure the required permissions for the Account object for your higher ed staff.

Alert Permissions for Higher Ed Staff

Configure the required permissions for the Alert object for your higher ed staff.

Note Access to the Alerts object is required only if you're using Alerts. For more information, see About Alerts.

Appointment Permissions for Higher Ed Staff

Configure the required permissions for the Appointment object for your higher ed staff.

Appointment Attendee Permissions for Higher Ed Staff

Configure the required permissions for the Appointment Attendee object for your higher ed staff.

Appointment Location Permissions for Higher Ed Staff

Configure the required permissions for the Appointment Location object for your higher ed staff.

Availability Permissions for Higher Ed Staff

Configure the required permissions for the Availability object for your higher ed staff.

Availability Location Permissions for Higher Ed Staff

Configure the required permissions for the Availability Location object for your higher ed staff.

Availability Topic Permissions for Higher Ed Staff

Configure the required permissions for the Availability Topic object for your higher ed staff.

Case Permissions for Higher Ed Staff

Configure the required permissions for the Case object for your higher ed staff.

Contact Permissions for Higher Ed Staff

Configure the required permissions for the Contact object for your higher ed staff.

Course Permissions for Higher Ed Staff

Configure the required permissions for the Course object for your higher ed staff.

Course Connection Permissions for Higher Ed Staff

Configure the required permissions for the Course Connection object for your higher ed staff.

Course Offering Permissions for Higher Ed Staff

Configure the required permissions for the Course Offering object for your higher ed staff.

Event Permissions for Higher Ed Staff

Configure the required permissions for the Event object for your higher ed staff.

Facility Permissions for Higher Ed Staff

Configure the required permissions for the Facility object for your higher ed staff.

Prediction Permissions for Higher Ed Staff

Configure the required permissions for the Prediction object for your higher ed staff.

Program Enrollment Permissions for Higher Ed Staff

Configure the required permissions for the Program Enrollment object for your higher ed staff.

Queue Topic Setting Permissions for Higher Ed Staff

Configure the required permissions for the Queue Topic Setting object for your higher ed staff.

Note Access to the Queue Topic Setting object is required only if you're using queue management. For more information, see Set Up Queue Management.

Queue Waiting Room Resource Permissions for Higher Ed Staff

Configure the required permissions for the Queue Waiting Room Resource object for your higher ed staff.

Relationship Permissions for Higher Ed Staff

Configure the required permissions for the Relationship object for your higher ed staff.

Role Topic Setting Permissions for Higher Ed Staff

Configure the required permissions for the Role Topic Setting object for your higher ed staff.

Success Plan Permissions for Higher Ed Staff

Configure the required permissions for the Success Plan object for your higher ed staff.

Note Access to the Success Plans object is required only for users creating Success Plans. For more information, see Set Up Success Plans, Templates, and Tasks.

Success Plan Template Permissions for Higher Ed Staff

Configure the required permissions for the Success Plan Template object for your higher ed staff.

Note Access to the Success Plan Templates object is required only for users creating Success Plan Templates. For more information, see Set Up Success Plans, Templates, and Tasks.

Success Plan Template Task Permissions for Higher Ed Staff

Configure the required permissions for the Success Plan Task object for your higher ed staff.

Note Access to the Success Plan Template Tasks object is required only for users creating Success Plan Templates. For more information, see Set Up Success Plans, Templates, and Tasks.

Support Pool Permissions for Higher Ed Staff

Configure the required permissions for the Support Pool object for your higher ed staff.

Note Access to the Support Pools object is required only if you're using the Support Pools support model and for certain queue management use cases. For more information, see Get Started with Support Models.

Task Permissions for Higher Ed Staff

Configure the required permissions for the Task object for your higher ed staff.

Term Permissions for Higher Ed Staff

Configure the required permissions for the Term object for your higher ed staff.

Topic Permissions for Higher Ed Staff

Configure the required permissions for the Topic object for your higher ed staff.

User Topic Setting Permissions for Higher Ed Staff

Configure the required permissions for the User Topic Setting object for your higher ed staff.