Grant access to Express Admin Tool to a Non Salesforce Admin

By default, only Salesforce admins can access to the admin tool. If you want to grant access to this tab to an Express user, you should:

Create the permission set

1. Login with a Salesforce Admin Profile
2. Go to Salesforce Setup
3. In the Quick Find Box type ‘Permission Sets’, then click on Permission Sets

1. Click on New

5.Fill the information and click on save

Label: Latitude39 Express Admin Tool

6.Click on ‘Apex Class Access’

7. Click on Edit

8. Move the Apex Class XactlyExpress.XactlySMBAdminToolController to the right and save.

9. Display the Apex Class Access and click on Visualforce Page Access

10. Click on edit

11. Move the Visualforce Page XactlyExpress.XactlySMBAdminTool to the right and save.

12. Display the Visualforce page access dropdown and click on ‘Object Settings’

13. Look for ‘Express Admin Tool’ and click on  it.

14. Click on Edit and check Available and Visible and save.

Assign the permission set just created to the user you want to grant access to Admin Tool

1. In the Quick Find Box type ‘users’, then click on users

2. Click on the user that you want to grant access to admin tool

3. Go to the Permission Set Assignments and click on Edit Assignments

4. Move the available Permission Set ‘Latitude39 Express Admin Tool’ to the right and save.

Now the user should be able to see and use the Express Admin Tool Tab.