Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
< Return to the Knowledge Base Home Page

...

Contents

Table of Contents
minLevel1
maxLevel5
outlinefalse
styledecimal
excludeContents
typelist
printabletrue

Overview

A Time Tracking Permission Set is included in the Time Tracking managed package, which gives access to the necessary functionality to track time, with the exception of permissions on the Time Tracking Summary and Time Tracking objects. Due to Salesforce limitations, some permissions are excluded from the package’s Permission Set.

If you did not install the Time Tracking package for All Users, you will need to create a new Permission Set as outlined in the Create a Permission Set for Time Tracking Objects section below.

This document outlines the process of assigning the Time Tracking Permission Set to users, lists the permissions granted by the Time Tracking Permission Set, and outlines how to create a Permission Set to grant permissions not granted by the Time Tracking Permission Set.

Assign the Time Tracking Permission Set to Users

This section outlines the process of assigning the Time Tracking Permission Set to users.

  1. In Salesforce, click the Setup gear, and then click Setup.

  2. On the Setup home page, in the Quick Find box on the left side of the page, type “permission sets”.

  3. Click Permission Sets.

  4. On the Permission Sets page, click the Time Tracking Permission Set’s label.

  5. On the Time Tracking Permission Set page, click Manage Assignments.

  6. On the Manage Assignments page, click Add Assignment.

  7. On the Select Users to Assign page, select the checkbox next to the Users to whom you’d like to assign the Permission Set, and click Next.

  8. On the Select an Expiration Option For Assigned Users page, select an expiration option and click Assign.

  9. On the Assignment Summary page, click Done.

Create a Permission Set for Time Tracking Objects

This section outlines the process of creating a Permission Set to grant permissions to the Time Tracking Summary and Time Tracking objects and fields.

  1. In Salesforce, click the Setup gear, and then click Setup.

  2. On the Setup home page, in the Quick Find box on the left side of the page, type “permission sets”.

  3. Click Permission Sets.

  4. On the Permission Sets page, click New.

  5. On the Create page, enter a Label, API Name, and Description for the new Permission Set, and then click Save. For example:

    1. Label: Time Tracking Summary Object Permissions

    2. API Name: Time_Tracking_Summary_Object_Permissions

    3. Description: This permission set gives access to the Time Tracking Summary Object and Fields.

  6. Click on the section labeled Object Settings, and do the following on the next page:

    1. In the list of objects, click Time Tracking Summaries.

    2. Give access to the tab, object, and fields as you prefer.

    3. Click Save.

    4. Navigate back to the Object Settings page.

    5. In the list of objects, click Time Trackings.

    6. Give access to the tab, object, and fields as you prefer.

      1. Note: Read permission on the Time Tracking object is needed to use Batch Entry.

  7. Click the Manage Assignment Button > Add Assignment and choose the users you would like to assign.

Permissions Granted by the “Time Tracking” Permission Set

This section outlines the permissions granted by the Time Tracking Permission Set.

...

Name

Type

Parent Object

Permissions

1

FLLC_AccountFactory

Apex Class

Enabled

2

FLLC_DateTimeUtil

Apex Class

Enabled

3

FLLC_DateTimeUtil_Test

Apex Class

Enabled

4

FLLC_EasyCalendarHelper

Apex Class

Enabled

5

FLLC_FLSException

Apex Class

Enabled

6

FLLC_RateCardFactory

Apex Class

Enabled

7

FLLC_SecondRecordLookupFieldHelper

Apex Class

Enabled

8

FLLC_SecondRecordLookupFieldHelper_Test

Apex Class

Enabled

9

FLLC_SObjectFactory

Apex Class

Enabled

810

FLLC_SObjectFactory_Test

Apex Class

Enabled

911

FLLC_SObjectUtil

Apex Class

Enabled

1012

FLLC_SObjectUtil_Test

Apex Class

Enabled

1113

FLLC_TimeTrackingFactory

Apex Class

Enabled

1214

FLLC_TimeTrackingSummaryFactory

Apex Class

Enabled

1315

FLLC_TimeTrackingTrigger_Test

Apex Class

Enabled

1416

FLLC_TimeTrackingTriggerHandler

Apex Class

Enabled

1517

FLLC_TimeTrackingUtil

Apex Class

Enabled

1618

FLLC_TimeTrackingUtil_Test

Apex Class

Enabled

1719

FLLC_UserRateCardFactory

Apex Class

Enabled

1820

FLLC_UserRateCardTrigger_Test

Apex Class

Enabled

1921

FLLC_UserRateCardTriggerHandler

Apex Class

Enabled

2022

TimeTrackingAccountDefaultPicklist_Test

Apex Class

Enabled

2123

TimeTrackingAccountDefaultValuePicklist

Apex Class

Enabled

2224

TimeTrackingBatch_Helper

Apex Class

Enabled

2325

TimeTrackingBatch_Helper_Test

Apex Class

Enabled

2426

TimeTrackingHelper

Apex Class

Enabled

2527

TimeTrackingHelper_Test

Apex Class

Enabled

2628

TimeTrackingSecondFieldPicklist_Test

Apex Class

Enabled

2729

TimeTrackingSecondLookupFieldPicklist

Apex Class

Enabled

2830

TimeTrackingSettings_CTRL

Apex Class

Enabled

2931

TimeTrackingSettings_Test

Apex Class

Enabled

3032

Time Tracking (Time_Tracking)

App

Enabled

3133

Time Tracking (Time_Tracking_app)

App

Enabled

3234

Second Record to Account Mapping

Custom Metadata Type

Enabled

3335

Time Tracking Setting

Custom Setting

Enabled

3436

Description

Field

Rate Card

Read/Edit

3537

Log Date

Field

Time Tracking Summary

Read/Edit

3638

Minutes

Field

Time Tracking Summary

Read/Edit

3739

Day of Week

Field

Time Tracking

Read

3840

End Time

Field

Time Tracking

Read/Edit

3941

End Time Time

Field

Time Tracking

Read

4042

Hours After 6 PM

Field

Time Tracking

Read

4143

Hours After 6 PM If not started after 6

Field

Time Tracking

Read

4244

Start Time After 6 PM

Field

Time Tracking

Read

4345

Start Time Time

Field

Time Tracking

Read

4446

Total Time (ms)

Field

Time Tracking

Read

4547

Default Rate Card

Field

User Rate Card

Read/Edit

4648

User

Field

User Rate Card

Read/Edit

4749

Easy Calendar Default Records

Field

User

Read/Edit

4850

Internal Cost per Hour

Field

User

Read/Edit

4951

Rate Card

Object

Read/Create/Edit/Delete

5052

User Rate Card

Object

Read/Create/Edit/Delete

5153

Easy Calendar

Tab

Available/Visible

5254

Rate Card

Tab

Rate Card

Available/Visible

5355

Time Tracking Batch Entry

Tab

Available/Visible

5456

Time Tracking How To & Set Up

Tab

Available/Visible

5557

Time Tracking List

Tab

Available/Visible

5658

Time Tracking Summary

Tab

Time Tracking Summary

Available/Visible

5759

TimeTrackingSettings

Visualforce Page

Enabled

5860

Use Time Tracking List

Custom Permission

Enabled

Considerations

The Time Tracking package contains some components to which access cannot be granted using a Permission Set, such as Reports, Folders, Page Layouts, Lightning Web Components, and Lightning Pages. You must configure access to those components separately.

See also