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How to: deploy AddressTools Premium to users in your organization

Overview

With AddressTools now installed in your Org, it is essential to provide your users with the correct permissions to use the solution.

This article will explain what permissions are required for users to be able to use AddressTools functionality.

It is recommended to assign the package’s Permission Sets outlined below to your users, however dedicated information is provided for the exact field and object access required.

Permission Sets

For administrative users that will be configuring AddressTools, assign AddressTools Premium Admin User.

For standard users in your org that will be using AddressTools, assign AddressTools Premium Standard User.

Guest users will need a custom permission set to be created using information in the next section.

Object and Field Permissions

Setup each object and associated fields with the permissions noted in the table below.

ObjectObject PermissionField NameField Permission
UsersN/A

QuickComplete Country

Exempt Validation Errors

Read
CountriesView AllAll fieldsRead
StatesView AllAll fieldsRead
ZIP CodesView AllAll fieldsRead
ZIP Code CountiesView AllAll fieldsRead
Time ZonesView AllAll fieldsRead
Alternate Country NamesView AllAll fieldsRead
Alternate State NamesView AllAll fieldsRead

Apex, Visualforce and Custom Settings

The user/profile will need access to all Apex Classes with the prefix:

  • pw_ccpro__

The user/profile will need access to the following Visualforce Pages:

  • pw_ccpro__CountriesJavaScript
  • pw_ccpro__SessionIdPage

The user/profile will need access to the following Custom Setting Definitions:

  • CountryComplete Settings
  • AddressTools Fields to Validate

License Allocation

After deployment to production, a license must be allocated to each user.

This can be managed in Setup | Installed Packages | Manage Licenses next to AddressTools.

API Enabled

Users wishing to leverage the interactive functionality available in the tool require the permission API Enabled.


Back to the AddressTools Premium installation walkthrough

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