--- title: Getting Started slug: guide/getting-started description: New to Unaric Guide? Follow our step-by-step getting started guide to set up, configure, and begin using the application. image: https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/YFgQ0j6u7I_at1eLejTff_unaric-guide.png icon: {"faIcon":"fa-solid fa-rocket"} docTags: createdAt: 2025-07-15T22:53:15.771Z --- 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**. 1. Install the [Unaric Guide (Alerts)](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000005ueMvEAI) and [Unaric Guide](https://login.salesforce.com/packaging/installPackage.apexp?p0=04tak000000Olgv) packages. 2. Log in to the desired destination Salesforce org as a System Administrator and select the environment for the installation. 3. Check the** Terms and Conditions **box and click **Confirm and Install**. 4. 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. :::hint{type="warning"} 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 :::hint{type="success"} 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. :::::Tabs ::::Tab{title="NoticeBoards"} | **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. | :::hint{type="warning"} 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. ::: :::: :::Tab{title="Embedded help"} | **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 1. Navigate to **Salesforce Setup** > **Users** > **Permission Sets**. 2. Enter the** Permission Set**. 3. Click the **Manage Assignments **button. 4. Click **Add Assignment** 5. Select the user and click **Next**. 6. Optionally, you can set up an expiration date for permissions. 7. 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).