The following changes must be completed after successfully installing the Matter Management package.
1. Assign a Permission Set
The Matter Management package ships with two permission sets: AdvoLogix Admin and AdvoLogix User. A system administrator will be assigned to the AdvoLogix Admin permission set, and a non-admin user will be assigned to the AdvoLogix User permission set. For more information on the Matter Management permission sets, follow this link.
The org's system administrator can modify these permission sets by cloning them.
2. Assign Page Layouts
Matter Management ships with several customized page layouts for standard Salesforce.com objects. These layouts provide the required customizations that produce a cohesive user experience for Matter Management users. These layouts can be assigned to specific profiles within your organization. At a minimum, the page layouts should be assigned to all user profiles assigned to users of the Matter Management package.
2.1. Content Version Layout
- Go to Setup >> Object Manager >> Content Version >> Page Layouts.
- Select the "Page Layout Assignment" button.
- Select the "Edit Assignment" button.
- Highlight each profile that will be using the "AdvoLogix Content Layout".
- Select AdvoLogix Content Layout from the "Page Layout To Use" drop-down menu.
- Select "Save".
The content version object is where a system administrator can modify the page layout for a file record.
2.2. Account Layout
- Go to Setup >> Object Manager >> Account >> Page Layouts.
- Select the "Page Layout Assignment" button.
- Select the "Edit Assignment" button.
- Highlight each profile that will be using the "AdvoLogix Account Layout".
- Select AdvoLogix Account Layout from the "Page Layout To Use" drop-down menu.
- Select "Save".
Repeat this process for Contacts, Events, and Tasks.