Advologix uses Salesforce Profiles to control and manage access to many of its features. To enable access to Advologix, you need to configure our app with profiles for standard Salesforce and Salesforce Platform licenses. To use Advologix practice management, users do NOT need to have full Salesforce CRM licenses. To configure Advologix for your Salesforce profiles that you wish to have access and use the features of Advologix, complete the following steps.
Create an AdvologixPM Profile
- Navigate to Setup | Administration Setup | Manage Users | Profiles.
- Select Clone next to the Standard Platform User profile.
- Name the new profile AdvoLogixPM.
- Select the Edit button.
The setting configurations shown below are the suggested setup for this profile. The system administrator can change these to align with your organization's requirements.
Proceed to AdvologixPM Setup
In General Setup, select Configure Profile Access.
Enable Profile for AdvologixPM App
Enable the application for specific profiles, by checking against the profiles you assigned for the user. The following should be checked at minimum:
- AdvologixPM
- AdvologixPM (lite)
- System Administrator