GridBuddy Getting Started Guide: Profile and Permission Sets

Making the GridBuddy application visible to specific users, profiles, or permission sets

The following steps will explain how to set up GridBuddy admins and GridBuddy end-users, and how to enable access to the GridBuddy Visualforce pages.

If you didn’t select "grant access to all users" when installing the package, you will have to grant permissions to create and access grids by following these steps.

For instructions on installing the GridBuddy app, review the GridBuddy Getting Started Guide: Step by Step Guide.

Profiles

Grid Admin User Profile:

1. Go to Setup > Profiles and click edit beside the profile you want to modify.
2. Grid Admin profile:
   1. Custom app settings: Check the visible box beside GridBuddy.
   2. Edit and check the box for the Customize Application and View Setup and Configuration permissions in order for this profile to use the Grid Wizard. 
   3. Tab settings: Choose default on for Grids, Getting Started, GridBuddy User Guide. Add Grid Wizard if this is a GridBuddy admin profile.
   4. Check the Modify All access on the GridBuddy Settings object.
   5. Click Save
3. If you want to allow non-admin users to configure grids (profiles without the above permissions enabled), go to the Grid Wizard and enable the “non-admin” grid creation option.

Grid End User Profile:

1. Custom app settings: Check the visible box beside GridBuddy.
2. Tab settings: Choose default on for Grids, Getting Started
3. Check the Modify All access on the GridBuddy Settings object.
4. Click Save

Permission sets

Create two permission sets. One for GridBuddy Administrators and one for GridBuddy End Users. For Permission Sets, make sure that the License type is Salesforce Platform.

Grid Admin Permission Set:

• Assigned Apps
  • GridBuddy - Visible
• Object Settings
  • GB_Grid_Folders - All object permissions
  • GB Global Meta - All object permissions
  • GB Load Caches - All object permissions
  • GB Save Caches - All object permissions
  • GB User Field Settings - All object permissions
  • GB User Filter Settings - All object permissions
  • Gridbuddy Settings - All object permissions
  • Gridbuddy Usage Analytics - All object permissions
  • Grids - Available and Visible
  • Getting Started - Available and Visible
  • GridBuddy User Guide - Available and Visible
  • Grid Wizard - Available and Visible

Grid User Permission Set:

• Assigned Apps
  • GridBuddy - Visible
• Object Settings
  • Gridbuddy Settings - All object permissions
  • Grids - Available and Visible

Setting up Grid Wizard admins

If you didn’t select “grant access to all users” when installing the package, you will have to enable access to the necessary Visualforce pages manually by following these steps.

Enable access to GridBuddy Visualforce pages.

Profiles:

1. Go to Setup > Profiles and click the profile you want to modify
2. Edit the Enable Visualforce Page Access section
3. In the Available Visualforce Pages section, select the Visualforce pages listed below and move them to the Enabled Visualforce Pages section by clicking the Add arrow.
4. Admins: To enable access to the Grid Wizard (for users who will be creating grids from scratch), add the following Visualforce pages:
   1. GBLite.GridWizard1
   2. GBLite.GridWizard2
   3. GBLite.GridWizard3
   4. GBLite.ManageActions
   5. GBLite.ManageCustomCode (only for GridBuddy Unlimited)
   6. GBLite.ManageFolders
   7. GBLite.ManageTabbedPages
5. End-users: To enable access to a Grid (for users who will be viewing grids but not creating them), add the following Visualforce pages:
   1. GBLite.AllGrids
   2. GBLite.Grid
   3. GBLite.GridExport
   4. GBLite.GridLoad
   5. GBLite.LookupAjaxResponder
   6. GBLite.UserFilter
6. To grant Visualforce page access to a profile:
   1. Go to Setup > Manage Users > Profiles
   2. Click on the Profile name to open the Profile view screen.
   3. Scroll to the bottom of the page and click the Edit button next to Enable Visualforce Page Access.
   4. In the Available Visualforce Pages section, select the Visualforce pages indicated above and move them to the Enabled Visualforce Pages section by clicking the Add arrow.
7. Click Save
   1. Note: the Visualforce page prefix will be GBLite if you are using the GridBuddy package.

Permission sets:

1. Admins: To enable access to the Grid Wizard (for users who will be creating grids from scratch), add the following Visualforce pages:
   1. GBLite.GridWizard1
   2. GBLite.GridWizard2
   3. GBLite.GridWizard3
   4. GBLite.ManageActions
   5. GBLite.ManageFolders
   6. GBLite.AllGrids
   7. GBLite.Grid
   8. GBLite.GridExport
   9. GBLite.GridLoad
   10. GBLite.LookupAjaxResponder
   11. GBLite.ManageTabbedPages
   12. GBLite.UserFilter
   13. GBLite.ManageCustomCode (if available)
   14. GBLite.ManageCustomTheme (if available)
   15. GridAjaxResponder
   16. Any Visualforce pages created in GridBuddy > Grid Wizard > Manage Tabbed Pages
2. End-users: To enable access to a Grid (for users who will be viewing grids but not creating them), add the following Visualforce pages:
   1. GBLite.AllGrids
   2. GBLite.Grid
   3. GBLite.GridExport
   4. GBLite.GridLoad
   5. GBLite.LookupAjaxResponder
   6. GBLite.UserFilter
   7. Any Visualforce pages created in GridBuddy > Grid Wizard > Manage Tabbed Pages

Upgrading GridBuddy

You can get the latest version of GridBuddy from the GridBuddy AppExchange listing. Click the Get it Now button and follow the install instructions. DO NOT UNINSTALL the app to upgrade, just upgrade on top of your existing GridBuddy app. Your existing grids will remain intact after installing the new version.

Uninstalling GridBuddy

No additional steps aside from the normal package uninstall are required to uninstall GridBuddy. When you uninstall GridBuddy, your organization’s data will not be affected. You will, however, lose all your grids (the definition data GridBuddy generated used only for rendering GridBuddy Grids).