All Users vs. Admin only vs. Selected Profiles

Owned by Petr Chvala
Last updated: May 20, 2024 by David Depman
2 min read

By default we recommend installing the application for All Users (all profiles).

Other options may also be used if needed.

If you choose to install for Admins Only or for Specific Profiles your organization will have to be more careful about permissions distribution, especially for Users who do not have a ClosePlan License and Managed Permissions sets.

These settings may affect ClosePlan performance for those Users.

Install for Admins Only

Specifies the following settings on the installing Administrator’s profile and any profile with the "Customize Application" permission:

  • Object permissions - Read, Create, Edit, Delete, View All, and Modify All - enabled

  • Field-level security - Set to visible and editable for all fields Apex classes—enabled

  • Visualforce pages - Enabled

  • App settings - Enabled

  • Tab settings - Determined by the package developer

  • Page layout settings - Determined by the package developer

  • Record Type settings - Determined by the package developer After installation, if you have Enterprise, Performance, Unlimited, or Developer Edition, set the appropriate User and Object permissions on Custom Profiles as needed.

Install for All Users (Recommended)

Specifies the following settings on all internal custom profiles:

  • Object permissions - Read, Create, Edit, and Delete-enabled

  • Field-level security - Set to visible and editable for all fields

  • Apex classes - Enabled

  • Visualforce pages - Enabled

  • App settings - Enabled

  • Tab settings - Determined by the package developer

  • Page layout settings - Determined by the package developer

  • Record Type settings - Copied from admin profile

Install for Specific Profiles...

Allows for package access for selected custom profiles in your org. Set each profile to have full access or no access for the package and all its components.

  • Full Access - Specifies the following settings for each profile:

    • Object permissions - Read, Create, Edit, and Delete enabled

    • Field-level security - Set to visible and editable for all fields

    • Apex classes - Enabled

    • Visualforce pages - Enabled

    • App settings - Enabled

    • Tab settings - Enabled

    • Page layout settings - Determined by the package developer

    • Record Type settings - Determined by the package developer

  • No Access - Page layout and Record Type settings are determined by the package developer. All other settings are hidden or disabled.