3. Adding Permissions to a Profile

In this section, you will configure settings (such as allowing operations in VyNDEX) in the profiles of users who use Excel add-in for VyNDEX.

Note

Configuring these settings is unnecessary if the VyNDEX package was installed by selecting Install for All Users.

In this example, settings are added to a profile named [Custom].

Setting Access Permissions for Apex Classes

1.

Click the login user name at the top of the screen. Then, select Setup.

2.

Go to the menu on the left side of the screen and select Administration Setup - Manage Users - Profiles.

The Profile page appears.

3.

From the Name list, select the [Custom] profile to configure.

The Profile page for [Custom] appears.

4.

Go to Enabled Apex Class Access at the bottom of the page and click the Edit button.

The Enable Apex Class Access page appears.

5.

Select the following Apex classes from Available Apex Classes and click the Add button:

  • vyndex.TimestampGeneratorResource
  • vyndex.VyNDEXContextResource

The selected Apex classes appear under Enabled Apex Classes.

6.

Click the Save button.

The Profile page for [Custom] appears. The Enabled Apex Class Access area displays the selected Apex classes.

Enabling Excel Add-in Operations

Add the settings to allow the following operations using Excel add-in:

  • Select Object
  • Field Editor
  • Push
  • Delete

1.

Repeat Steps 1 through 3 in Setting Access Permissions for Apex Classes to display the Profile page for Custom.

2.

Go to Enabled Custom Permissions at the bottom of the page and click the Edit button.

The Enable Custom Permissions page appears.

3.

Select the following custom permissions from Available Custom Permissions and click the Add button:

  • VyNDEX.vyndex.[Delete] (Delete)
  • VyNDEX.vyndex.[Select Objects] and [Item Editor] (Select Object and Field Editor)
  • VyNDEX.vyndex.[Write] (Push)

The selected custom permissions appear under Enabled Custom Permissions.

4.

Click the Save button.
The Profile page for [Custom] appears. The Enabled Custom Permissions area displays the selected custom permissions.