Permission Configurations

Profile Name

Yakta Role/Position

User Licenses

Users

Permission Set

Yakta Sales & Marketing

(with Yakta Sales & Marketing User permission set)

SALES REP/ASSISTANT

SALES MANAGER

Salesforce

1. Isaac, Morgyn

2. Angel, Tim

3. Mitchell, Mike

4. Sutterlin, Steve

5. Feuerbacher, Mark

• Yakta Sales & Marketing User

• Sales Cloud User,

• Yakta Production Scheduler

• Yakta Customer Feedback

Yakta Sales & Marketing

(with Yakta Sales & Marketing Manager permission set)

MARKETING MGMT

MARKETING ASSOCIATE

Salesforce

1. Cornell, Dale

2. Brodie, Milne

3. Carter, Liane

4. Rick Buie

• Yakta Sales & Marketing Manager,

• Sales Cloud User,

• Yakta Production Scheduler

• Yakta Customer Feedback

• Some users could have a few more permission sets because of their role

Yakta Operations Platform

OPERATIONS MGMT

Salesforce Platform with GoldFinch License

• GFERP Standard ERP Users,

• GFERP Extension App,

• Yakta Customer Feedback

• Yakta Custom Permission Set

Yakta Operations Salesforce

Purchasing

Salesforce with GoldFinch License

Elaine Hughes,

Pedersen, Natalia,

Ferris, Ron,

• GFERP Standard ERP Users,

• GFERP Extension App

• Yakta Custom Permission Set

• Yakta Customer Feedback

• Some users could have a few more permission sets because of their role

Yakta Operations Platform

Warehouse / Logistics

Salesforce Platform

with GoldFinch License

Brewer, Tim,

Smith, Randy,

Pride, Bruce

• GFERP Standard ERP Users

• GFERP Extension App

• Yakta Customer Feedback

• Yakta Custom Permission Set

Yakta Engineering

ENGINEERING MGMT

Salesforce Platform with a potential GoldFinch License

McMillan, Douglas,
Ross, Derek,
Crooks, Eric,
Mubarak, Mustafa,
Hall, Rhett,
Symington, Denley,
Peters, Lane,
Brar, Justyn,
Peters, Joshua,
Young, Joel

• GFERP Standard ERP Users

• GFERP Extension App

• YAKTA Engineering Permission Set

• Yakta Customer Feedback

• Yakta Custom Permission Set

• Some users could have a few more permission sets because of their their role

System Administrators

System Administrators

Salesforce with GoldFinch License

Jotham,
Michaela,
Luke,
Evan,
Andrew

• GFERP Standard ERP Users

• GFERP Extension App

• GFERP Standard Accounting

• GFERP Advanced Accounting

• Yakta Custom Permission Set

Yakta Finance

Finance

Salesforce with GoldFinch License

• GFERP Standard ERP Users,

• GFERP Extension App

• GFERP Standard Accounting

• GFERP Advanced Accounting

• Yakta Custom Permission Set

Yakta Sales & Marketing User

Sales Marketing Apps Access without Deletion Permission

Yakta Sales & Marketing Manager

Sales Marketing Apps Access with Deletion Permission

GFERP Standard ERP Users

This permission set has read access to set up tables in GoldFinch Setup app, read/write access to ERP master tables and transaction tables, and read access to ERP ledger entry tables.

GFERP Extension App

This permission set allows users access to GoldFinch Extension app to perform data imports/exports, process EDI transactions, mobile apps, and other integrations.

GFERP Standard Accounting Users

This permission set allows users access to GoldFinch Accounts Receivable, Accounts Payable and General Journal modules

GFERP Advanced Accounting Users

This permission set allows full access to financial Reports

Yakta-Custom Permission Set

This permission set allows access to custom fields, pages, classes, PDF’s developed as per requirement.

Yakta Production Scheduler

Permission Set to Assign Production Scheduler Access

Yakta Customer Feedback

Permission Set to Assign Customer Feedback Access

YAKTA Engineering

Permission Set to Assign YAKTA Engineering App

Any Labels

Permission Set to Assign Any Labels App access

FormStack Permissions

Permission Set to Assign FormStack App access