Contents

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.

   Open

   

    

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.

   Open

   

    

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 - The name of the component to which permissions are granted.

• Type - The type of component. For example, if the component is a custom field, Type is “Field”.

• Parent Object - The name of the component’s parent object.

• Permissions - The permissions granted to the component by the Permission Set.

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

• Manage Permission Set Assignments. Salesforce Help.

• Create Permission Sets. Salesforce Help.