Step 13: Manage permission sets

Learn how to provide permission sets.

Provide permission sets

To provide permissions for standard objects and fields, run the following script once from the developer console. Note that this class is outside of the package.

Permission script

PermissionSet pr = new PermissionSet(Label='DRB2B Additional Permission set',Name='DRB2B_Additional_Permission_set');
        insert pr;
        System.debug('pr >'+pr);
        List<ObjectPermissions>  objectPermissionList = new List<ObjectPermissions>();
 
        ObjectPermissions objPermission = new ObjectPermissions();
        objPermission.PermissionsCreate=true;
        objPermission.PermissionsRead=true;
        objPermission.PermissionsEdit=true;
        objPermission.PermissionsDelete=true;
        objPermission.SobjectType='ORDER';
        objPermission.ParentId = pr.Id;
        objectPermissionList.add(objPermission);
 
        objPermission = new ObjectPermissions();
        objPermission.PermissionsCreate=true;
        objPermission.PermissionsRead=true;
        objPermission.PermissionsEdit=true;
        objPermission.PermissionsDelete=true;
        objPermission.SobjectType='Ordersummary';
        objPermission.ParentId = pr.Id;
        objectPermissionList.add(objPermission);
 
        objPermission = new ObjectPermissions();
        objPermission.PermissionsCreate=true;
        objPermission.PermissionsRead=true;
        objPermission.PermissionsEdit=true;
        objPermission.PermissionsDelete=true;
        objPermission.SobjectType='WebStore';
        objPermission.ParentId = pr.Id;
        objectPermissionList.add(objPermission);
 
        objPermission = new ObjectPermissions();
        objPermission.PermissionsCreate=true;
        objPermission.PermissionsRead=true;
        objPermission.PermissionsEdit=true;
        objPermission.PermissionsDelete=true;
        objPermission.SobjectType='WebCart';
        objPermission.ParentId = pr.Id;
        objectPermissionList.add(objPermission);
 
        objPermission = new ObjectPermissions();
        objPermission.PermissionsCreate=true;
        objPermission.PermissionsRead=true;
        objPermission.PermissionsEdit=true;
        objPermission.PermissionsDelete=true;
        objPermission.SobjectType='Product2';
        objPermission.ParentId = pr.Id;
        objectPermissionList.add(objPermission);
 
        objPermission = new ObjectPermissions();
        objPermission.PermissionsRead=true;
        objPermission.SobjectType='Account';
        objPermission.ParentId = pr.Id;
        objectPermissionList.add(objPermission);
 
        insert objectPermissionList;
        List<FieldPermissions> fieldPermissionList = new List<FieldPermissions>();
        //OrderSummary Object fields
        FieldPermissions fp= new FieldPermissions();
        //OrderItem Object fields
        fp.Field='OrderItem.TotalTaxAmount';//the name of new field
        fp.ParentId = pr.Id;
        fp.PermissionsRead=true;
        fp.SobjectType='OrderItem';
        fieldPermissionList.add(fp);
 
        fp= new FieldPermissions();
        fp.Field='Product2.Productcode';//the name of new field
        fp.ParentId = pr.Id;
        fp.PermissionsEdit=true;//
        fp.PermissionsRead=true;
        fp.SobjectType='Product2';
        fieldPermissionList.add(fp);
 
        fp= new FieldPermissions();
        fp.Field='Product2.StockKeepingUnit';//the name of new field
        fp.ParentId = pr.Id;
        fp.PermissionsEdit=true;//
        fp.PermissionsRead=true;
        fp.SobjectType='Product2';
        fieldPermissionList.add(fp);
 
        fp= new FieldPermissions();
        fp.Field='Product2.DisplayUrl';//the name of new field
        fp.ParentId = pr.Id;
        fp.PermissionsEdit=true;//
        fp.PermissionsRead=true;
        fp.SobjectType='Product2';
        fieldPermissionList.add(fp);
 
        fp= new FieldPermissions();
        fp.Field='Product2.QuantityUnitOfMeasure';//the name of new field
        fp.ParentId = pr.Id;
        fp.PermissionsEdit=true;//
        fp.PermissionsRead=true;
        fp.SobjectType='Product2';
        fieldPermissionList.add(fp);
 
        Insert fieldPermissionList;

Sharing settings

Ensure that the Sharing Settings for the Order object are set to Public Read/Write. If the Order object is set to Controlled by Parent, the Sharing Settings for Account and Contract should be Public Read/Write.

Digital River permission sets

Permission set	Description
Digital River Connector - Admin	Assign this permission set to Admin users to access the Digital River App Configuration page and to update configurations in it.
DigitalRiver Connector - Shopper	Assign this permission set to all Storefront users.
DigitalRiver Connector - Integration	Assign this permission set to the Integration users.
DigitalRiver Connector - Refunds	Assign this permission set to customer service representatives (CSRs) who initiate the refunds.

Assign users to a permission set

To assign users to a permission set:

1. Type Permission Sets in the Search field and press Enter.

2. Click Permission Sets. The Permission Sets page appears.

3. In the Permission Set Label column, click the permission set you want to add users to.

   This example shows how to assign a Digital River Connector – Admin permission set to users.

4. On the Permission Set page, click Manage Assignments.

5. Click Add Assignments.

6. Select one or more users who you want to assign to this permission set and click Assign. The assigned users now appear in the modified permission set.

See the Digital River permission sets table to repeat the above-mentioned steps for assigning relevant permission sets.