Getting Started

1\ installation unaric guide consist of two listings you need to install alerts and train visit the unaric guide (alerts) and unaric guide (train) listings and click the get it now button log in to the desired destination salesforce org as a system administrator and select the environment for the installation check the terms and conditions box and click confirm and install select one of the following installation security options install for admins only controlled roll out (especially in any production orgs) install for all users for product evaluation (typically in sandbox or development orgs) install for specific profiles select which specific profiles can have access to the package in common with all salesforce packages, these packages cannot be downgraded to previous versions 2\ user roles & permissions unaric guide has three distinct user roles with different responsibilities and permissions role scope permissions permission sets admin system wide control configures global settings (branding, styles, behaviour) \ manages noticeboards, permissions, and licences \ views all content, including inactive topics \ sets sharing rules noticeboard administrator \ help administrator publisher noticeboard specific communication manages notices \ selects recipients \ monitors engagement and compliance \ inherits recipient rights noticeboard owners set policies notice recipients notice owner \ noticeboard owner author help content creation manages help topics and reading lists \ configures data driven help and vote sets \ enables fields for contextual help \ adjusts callout templates help author helped user user permissions permission sets are preferred for individual users, but you can use profiles for larger groups each functional area— noticeboards and embedded help —has its own permission sets model these permission sets are additive and can be assigned based on the user's role permission set description notice recipient grants users the ability to receive and interact with notices most users in your org will have this notice owner allows users to create and publish notices within noticeboards they have access to noticeboard owner allows users to manage the configuration of specific noticeboards, including publishing policies and themes noticeboard administrator grants full administrative access to all noticeboards and notices across the org use this only for trusted administrators permissions are hierarchic a noticeboard administrator automatically enjoys all privileges of a noticeboard owner a noticeboard owner is automatically a notice owner a notice owner is automatically afforded recipient rights permission set description helped user can view embedded help, access the help portal, and interact with content (e g , voting, commenting) help analyst can access help analysis mode to view statistics (they also need reporting permissions set at their profile level) help author have full access to settings, analytics, and customization options help administrator can access the help settings page and create and manage help topics, guides, and reading lists profile level customize application rights are needed to save help settings changes help diagnostics this is not required for any type of production use, but can be useful during setup if permission issues arise this permission set grants access to our field level security check (ihflscheck) visualforce page direct users to this page to obtain details of the level of permission improved help attaches to logged in users, on the basis of their crud access rights (however granted) to help related objects designate permission sets navigate to salesforce setup > users > permission sets enter the permission set click the manage assignments button click add assignment select the user and click next optionally, you can set up an expiration date for permissions click assign to finish 3\ additional configuration lastly, you need to perform different configurations for using embedded help and noticeboards see noticeboards setup docid 7e70sy669xlof6gwbfy9h and embedded help setup docid 4fdylq4xcjoiu 3cokhm6