Validating permissions

Validating permissions for a Community User

Since Community Users don’t log in to the TargetX CRM directly, you’ll need to take some additional steps before validating permissions for this type of user.

Step 1: Temporarily remove the 'Page Stopper'

  1. Navigate to Setup and search for Digital Experiences (formerly All Communities).
  2. Select the Community where you want to validate permissions.
  3. Select  Manage > Administration > Branding.
  4. Remove TXStandardPageStopper from the Header Field.
  5. Remove TXStandardPageStopper from the Footer Field.
  6. Save your changes.
  7. Run Permission Scanner (see Step 2).

For more information on the TargetX Page Stopper, see Setting up Security for your Community.

Step 2: Login as Community User

  1. Navigate to Profiles and click on the Name for the Community User profile you want to validate.
  2. In the "Enabled Visualforce Page Access" section, validate that the following page is listed:
    1. TX_Permissions.permissionScanner
  3. In the 'Enabled Apex Class Access" section, validate that the following Apex Class is listed:
    1. TX_Permissions.permissionChecker
  4. Log into the Community as a 'Community User' (using the profile you validated in #1).
  5. Edit the URL by removing the homepage and adding the following at the end:
    1. TX_permissions__permissionScanner

For example:
https://targetxdemo-1234.force.com/OnlineApp/TargetX_App__OnlineAppHome

Would change to:

https://targetxdemo-1234.force.com/OnlineApp/TX_permissions__permissionScanner

  1. Select the Enter key.

Permission selection window

  1. Select the Product/Feature and the Version.
  2. Select  Validate Permissions for <User Name>.

Step 3: Replace the 'Page Stopper'

  1. Navigate to Setup and search for Digital Experiences (formerly All Communities).
  2. Select the Community where you want to validate permissions.
  3. Select  Manage > Administration > Branding.
  4. Paste the following value into the Header field: TXStandardPageStopper 
  5. Paste the following value into the Footer field: TXStandardPageStopper 
  6. Save your changes.


 

Validating permissions for a Site User

Since Site Users don’t log in, you’ll need to take some additional steps before validating permissions for this type of user.

Note: If the Site Permissions you are validating is for a Community (i.e., Online Application or Portal) - you will need to remove the Page Stopper temporarily, complete the steps below, and then ADD the Page Stopper back. Please see steps 1 and 3 in the article Validating permissions for a Community User.

  1. Navigate to Setup and search for Sites.
  2. Click the Site Label for the Site you want to validate.
  3. Select Public Access Settings.
  4. In the Visualforce Page Access section, validate that the following page is listed:
    1. TX_Permissions.permissionScanner
  5. In the Apex Class Access section, validate that the following Apex Class is listed:
    1. TX_Permissions.permissionChecker

Note: If the Apex Class above is not listed, you can proceed to the next step.

  1. Navigate back to your Site and copy the Site URL into an incognito or private window.
  2. Edit the URL by removing the homepage and adding the following at the end:
    1. TX_permissions__permissionScanner


For example:

https://targetxdemo-1234.force.com/OnlineApp/TargetX_App__OnlineAppHome

Would change to:

https://targetxdemo-1234.force.com/OnlineApp/TX_permissions__permissionScanner

  1. Select the Enter key.

Permission selection window

  1. Select the Product/Feature and the Version.
  2. Select  Validate Permissions for <Site Name> Site Guest User.