The following outline provides an overview for getting started with the Basic MM setup for use within the Spend Management application.
1. Assign the Permission Set
CaseCloud Spend Management includes a pre-configured permission set, AdvoLogix Basic User, that can be assigned to relevant users who will be using the Spend Management application.
To assign the permission set:
- Go to the Salesforce Setup | Users | Permission Sets.
- Click on the AdvoLogix Basic User permission set to open the site in detail view.
- Select the Manage Assignments button on the permission set detail view page.
- Select the Add Assignment button, choose your users from the list, and click Save.
2. Assign the Page Layout
Assign the included AdvologixSM Matter Layout (on the matter object) to the user profiles who will be using the Spend Management application.
To assign the page layout, you:
- Go to the Salesforce Setup | Object Manager.
- Find and select the Matter object to go to the object detail.
- Click on Page Layouts in the sidebar.
- Select the Page Layout Assignment button and then the Edit Assignment button.
- Select your desired profiles for Spend Management access, then select the AdvologixSM Matter Layout from the drop-down menu and click Save.
3. Assign the Lightning Record Page
Activate and assign the AdvoLogixSM Matter Record Page to users who will be using the Spend Management application.
To assign the Lightning record page:
- Go to the Salesforce Setup | User Interface | Lightning App Builder.
- Find and click on the View action link for the AdvoLogixSM Matter Record Page lightning record page from the list of pages being displayed.
- On the page that opens, select the Activation button, choose the desired assignment, and click Save.