Install Step 3: Permission sets - assign Users as Admins, Service Providers or both

This may be complicated if you're completely new to Salesforce administration but will be easy for those with some experience.

The next step in the Appontiv installation process that absolutely has to be done before you can get going is to set up at least one user as an Appointiv Administrator.  That person can then go on to the next step and register the app, configure it etc.  If you skip this step, your admin won't be able to make any changes in the Configure tab.

Please note, if you skip this step then you can't click the "Register Me" button on the Configure page because it will be greyed out.

There are two Appointiv Permission sets included in the package

Permission set # 1- Appointiv Administrator -

Give this permission set to users who need to set up the rules about who can do what appointments, create new appointment types, change your email messaging and other administrator kinds of things.   Users with this permission make changes to everything in the Appointiv Configuration screens.  They can create, edit, update and delete Locations, Appointment Types, Service Providers etc. 

Permission set #2- Appointiv Service Provider -

Give this to Salesforce Users who will be providing appointments.  (You can also add non-Salesforce users as Service Providers- more on that later) 

Note - users with this permission set still see the Configure tab, they just can't save any changes to the tab-  

Salesforce Users with this permission set can access the Schedule Manager and change their "available times" since that page is accessible via the Appointiv Calendar tab.  They can also "see" the Configure tab but they cannot save any changes on the Configuration section.  The Save button is greyed out for them.  

- Add Both Sets - If you have Salesforce Users who need to make changes to the configuration and be available for appointments, then give them both the Appointiv Administrator AND the Appointiv Service Provider permission sets.

There are Two Different Ways to Assign the Permission Sets

Option 1 - Assign to multiple users at the same time from the Permission Set itself

Go to your Salesforce Setup and search for Permission Sets in the Quick Find box

Select one of the Appointiv Permission Sets to add Users

Click on Manage Assignments

Click on Add Assignment

Most of the time, we have to change this view dropdown in order to see more users- I recommend choosing Active Users

Search, tick the boxes, and click next.

Don't worry about expiration unless you need that for some reason.  Click Assign and you're done.

Option 2 - Assign to an individual User from their User record

Steps to follow:

1 - In Setup, type Users in the quick search

2- Select Users under the Manage Users section.  

3- Click on the user's name that you want to enable to be either an Administrator or Service Provider (or both) in Appointiv

After clicking their name you will have the individual user open in Setup

4- On the user record scroll down to the related lists and in the "Permission Set Assignments" box, click "Edit Assignments"

Now you're ready to go to the next step Register the app