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In your company, you have 2 types of users:
Type 1: Employees that need to enter Timecards, Expenses, and need access to the Resource Planner
Type 2: Project Managers that need to enter Timecards, Expenses, and need access to the Resource Planner and the Project Planner
All employees are tied to the basic "Standard PSA User" profile that gives them access only to the "Accounts" and "Contacts" objects.
Kevin is a Type 1 employee. However, when he logs into his Salesforce org, he can see the tab for the Project Planner, along with Resource Planner, Timecards, and Expenses.
Which of the following troubleshooting steps would you take to stop the Project Planner tab from appearing in Kevin's App Menu?
Suggested Answer: A
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36 comments · newest first
VI
Vilma
10 months ago
C might not be enough; profiles can be tricky.
CH
Cherelle
11 months ago
Wait, how did he even get access to Project Planner?
SA
Samira
11 months ago
B seems important too, don’t forget about that.
MA
Mari
11 months ago
Totally agree, that’s the first step!
RA
Rasheeda
11 months ago
A - Check his Permission Set first.
PH
Phil
12 months ago
I’m a bit confused about the difference between permission sets and profile settings. I guess I should focus on the Project Planner visibility for Kevin's profile first.
AL
Alpha
12 months ago
I feel like the visibility setting on the user profile might be the key here. If it's not visible, he shouldn't see the tab, right?
AD
Adaline
12 months ago
I'm not entirely sure, but I think the Permission Control record could also be a factor. We had a similar question about permissions last week.
TA
Tamar
1 year ago
I remember we discussed how permission sets can override profile settings, so I think checking if Kevin has the Project Manager Permission Set is important.
LO
Louvenia
1 year ago
Ah, I see what's going on. The user must have some additional permissions or access that's causing the Project Planner tab to appear. I'd methodically review the user's setup to identify and remove the unnecessary access.
LE
Levi
1 year ago
Okay, I think I've got a handle on this. The key is to make sure the user's profile and permission sets are aligned with their user type. I'd double-check those settings to resolve the issue.
BO
Bok
1 year ago
Hmm, I'm a bit confused here. Is this a custom app or a standard Salesforce app? I need to understand the setup a bit better before I can troubleshoot this.
SH
Shonda
1 year ago
This seems like a straightforward permissions issue. I'd start by checking the user's profile and permission sets to ensure they don't have any elevated access.
JO
Jospeh
1 year ago
Okay, I remember learning about YANG modules in class. I'm pretty sure they provide separation of configuration and state data, so I'll rule out option D.
EL
Elin
1 year ago
No problem, I've got this. The key is to identify the appropriate VAF values for each GSC and then add them up. Piece of cake!
GA
Gabriele
1 year ago
Hmm, I'm a bit confused on the best approach here. Should we be creating separate screens for each issue type as well? I'm not sure if that's necessary or overkill.
ER
Erin
1 year ago
Ah, the joys of Salesforce security. Kevin must be a real 'project manager' in his personal life to be getting into the Project Planner. Option B is the way to go, but I'd also check if he hasn't hacked the system somehow.
LA
Lai
1 year ago
Option A is the way to go. If Kevin's not assigned to the Project Manager Permission Set, he shouldn't be able to see that tab. Easy peasy!
LI
Lisha
1 year ago
B) Ensure Kevin does not have a Permission Control record for the 'Project Planner View' permission
AN
An
1 year ago
That makes sense. It's important to check his permissions.
NO
Norah
1 year ago
A) Ensure Kevin is not assigned to the Project Manager Permission Set
AL
Alyce
1 year ago
Ha! Looks like Kevin's trying to sneak a peek at the Project Planner. Option B should take care of that little problem.
FE
Felicidad
1 year ago
C) Ensure that the Project Planner is not Visible on Kevin's user profile
IO
Iola
1 year ago
B) Ensure Kevin does not have a Permission Control record for the 'Project Planner View' permission
VA
Val
1 year ago
A) Ensure Kevin is not assigned to the Project Manager Permission Set
RU
Ruthann
1 year ago
I'd start with Option C. Checking his user profile to ensure the Project Planner is not visible is a good first step before digging deeper.
JU
Julian
1 year ago
Hopefully, one of these steps will solve the issue for Kevin.
LE
Leonor
1 year ago
If that doesn't work, we can also verify if Kevin is mistakenly assigned to the Project Manager Permission Set.
LU
Luann
1 year ago
If it's still showing up, we can then look into the Permission Control records for the 'Project Planner View' permission.
HE
Henriette
1 year ago
User 2: Yeah, that sounds like a good starting point. We should make sure he doesn't have access to it there.
DE
Derrick
1 year ago
User 1: Let's check Kevin's user profile first to see if the Project Planner is visible.
LO
Lonna
1 year ago
Let's check Kevin's user profile first to see if the Project Planner is visible.
IR
Ira
1 year ago
Another option could be to ensure that Kevin does not have a Permission Control record for the 'Project Planner View' permission.
CA
Carlene
2 years ago
Option B seems like the way to go. If Kevin has that 'Project Planner View' permission, it would explain why he can see the tab, even though he's not a Project Manager.
LA
Lashawn
2 years ago
I agree with Britt. If Kevin is not assigned to that Permission Set, then the Project Planner tab should not be visible to him.
BR
Britt
2 years ago
I think we should check if Kevin is assigned to the Project Manager Permission Set.