Security Settings
We deliver ELTON with appropriate security settings for most installations. Be aware of two important facts about security that you may need to address.
Even though we set some fields on the Equipment object as read/write, they are updated by functionality and are not intended to be updated by users directly. To ensure the system's integrity Use security settings in your Org to make both of these fields read-only. Due to the design of Professional and Group editions of Salesforce, the package is delivered with most fields set to read/write.
List of Fields to not update manually:
- All Fields that start with the word Assigned.
- All fields that start with the word Loan.
- Quantity on Hand.
When updates are pushed into your organization from AccountAbility the default setting for field security is not visible. When we do an update you may need to set the visibility on new fields to visible in order for your users to see and use the new fields. There are two valid approaches to field security. You may use the Edit Layout on the Equipment Screen and drag the fields onto the layout, or use the Setup > Create > Objects > Equipment then select each field and click Set Field-Level Security to set Visibility by profile.
Elton uses objects to store data and process transactions. Each object must have appropriate access granted to allow users to read/write to the objects.
- Data Interface: Used by the mobile app to record transactions.
- Data Interface Processing History: Used by the system as Data Interface records are processed.
- ELTON Other: This object has been deprecated.
- Equipment: Main Equipment object.
- Equipment Assignment: Used to record current and historical assignment records.
- Equipment Count: Used to record equipment count transactions.
- Equipment Loan: Used to record current and historical equipment loan records.
- Equipment Maintenance: Used to record equipment maintenance records.
- Equipment Quantity Adjustment: Used to record quantity adjustments for Use Quantity on Hand = true records.
- Equipment Reservation: Used to record equipment reservations.
- Equipment Type: Used to classify equipment records into different user-defined groups.
- Insurance: Used to attach insurance information to equipment records with each object also ensure that all fields in the object have appropriate security.
ELTON uses the following tabs to display the application:
Data Interfaces: Used to assist in troubleshooting mobile transactions (this tab only needs to be displayed for system admins).
ELTON Others: This tab has been deprecated.
Equipment: This is the main equipment tab.
Equipment Maintenance: This tab is used to display equipment maintenance records.
Equipment Types: This tab is used to display equipment type records.
Insurance: This tab is used to display insurance records.
For most users, set the tab visibility to Equipment, Equipment Types, and Insurance to Default On.
There are many ways to configure security in Salesforce. This document uses profiles to illustrate security settings.
- On Salesforce, go to Setup > Administration Setup > Manage Users > Profiles.
Select the profile you wish to assign access to.
- Once you have selected the profile Click the Edit button and set each section to match the images provided:
Custom App Access: Make sure ELTON is set to visible and optionally default.
Custom Tab Settings: Set these appropriately to the profile selected. For a system administrator the settings are as follows:
Custom Object Permissions: For the application to run correctly for most users the objects must have full access.
Field-Level Security: For the application to run correctly, all profiles should have all fields set to Visible for all Objects.
