Getting Started
Setting up Unaric Guide consist of multiple steps. First, you will need to install two separate packages and define specific user permissions. Once the core installation is complete, you will be guided through additional configurations tailored to your business requirements for each of the Unaric Guide features.
1. Installation
Unaric Guide consist of two listings you need to install: Alerts and Train.
- Install the Unaric Guide (Alerts) and Unaric Guide packages.
- 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 |
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Admin | System-wide control |
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Publisher | NoticeBoard-specific communication |
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Author | Help content creation |
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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.
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 and Embedded Help Setup.