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Legacy Permission Assignment

Overview

The packaged Permission Sets described in Granting User Permissions arrived in AddressTools v10.2. On earlier versions they do not exist, so every piece of access a user needs has to be granted by hand, either on their Profile or on a custom Permission Set you build yourself.

This page lists everything to grant, and how to grant it, for orgs still on a version before v10.2.

Note: We recommend upgrading to the latest version from AgentExchange (formerly AppExchange), as this replaces all of these steps with two ready-made Permission Sets and a set of address field edit sets.

What Users Need Access To

Objects and Fields

Users need read access to the AddressTools reference data, and to the two fields the package adds to the User object.

Object Object Access Fields Field Access
User Existing QuickComplete Country and Exempt Validation Errors Read
Countries View All All fields Read
States View All All fields Read
ZIP Codes View All All fields Read
ZIP Code Counties View All All fields Read
Time Zones View All All fields Read
Alternative Country Names View All All fields Read
Alternative State Names View All All fields Read

Apex Classes, Visualforce Pages and Custom Settings

Users also need access to the code and configuration the package runs from:

  • Every Apex class prefixed pw_ccpro__.
  • The Visualforce pages pw_ccpro__CountriesJavaScript and pw_ccpro__SessionIdPage.
  • The custom setting definitions CountryComplete Settings and AddressTools Fields to Validate.

Step 1: Create a Permission Set

You can grant everything below on each user's Profile instead, but a single custom Permission Set is easier to assign and to withdraw.

  1. Navigate to Setup > Permission Sets.
  2. Click New.
  3. Enter a Label such as AddressTools User. The API Name fills in for you.
  4. Click Save.

Step 2: Add the Permissions

  1. In the Permission Set, add access to all of the objects and fields listed in the table above.
  2. Repeat for the Apex classes, Visualforce pages and custom setting definitions listed above.

Step 3: Assign the Permission Set

  1. On the Permission Set, click Manage Assignments, then Add Assignment.
  2. Select the users who need AddressTools.
  3. Click Assign.

Licenses and API Access

Permissions alone are not enough. In production each user also needs a package license allocated to them, and anyone using the interactive address features needs the API Enabled permission on their Profile. Both are the same on every version of AddressTools, so see Assign User Licenses.