Configure Admin Console Access

To provide an admin user with access to the Admin Console, enable the user's access to the Admin Console tab. See the Salesforce article View and Edit Tab Settings in Permission Sets and Profiles.

Note:   

To make Admin Console tab not available on mobile:

  • Open Setup - Users - Profiles
  • Edit the profile
  • Go to Custom Tab Settings, select Default off for Admin Console
  • Click Save

In such case, Admin Console will be available on WEB via App Launcher.

All Admin Console access and tile access can be made available for both Salesforce and Salesforce Platform profiles.

An admin user's access to Admin Console tiles is configured by enabling custom permissions. Custom permissions can be enabled to admin users in profile settings or in permission sets.

The following permission sets have been included into the manage package:

  • Admin Console All: includes most of the Admin Console permissions.
  • Basic Admin Permissions

    • Address Administration

    • Admin Account Management

    • Admin Planner

    • Customer Merge Settings

    • License - DEA Setup

    • License - SDL Setup

    • Monitoring

    • SBC Config Setup

    • SBC FieldMapping

    • Search Before Create

    • State License Number Administration

    • Synchronization

    • Trigger Handler

  • Advanced Admin Permissions

    • Ada-Lite

    • AdaLite Provisioning

    • Application Settings

    • Mobile

    • Quick and Custom Action Administration

    • Ratings

    • Reports And Dashboards

  • Basic Business Admin Permissions

    • Product Restrictions Jobs

    • Products

    • Samples Management

    • Samples Management Config

    • Teritories

  • Advanced Business Admin Permissions

    • Activity History Administration

    • Activity Plan

    • Activity Plan Config

    • Activity Plan Settings

    • Call Administration

    • Call Plan

    • Call Plan Config

    • Email

    • Meetings

    • MIRF Administration

    • Opt Administration

    • Order Administration

    • Orders

    • Signature Audit

    • Store Management

  • CLM Admin Permissions

    • CLM

You can clone one of the listed permission sets or create your own permission set with the needed set of permissions.

Note:   

Admin users with profiles cloned from OCE Admin with the listed above permission sets assigned will lose permissions to all tiles after an upgrade. You will have to reassign the permission set to them manually.