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Installing Permission Scanner

Step 1 - Install TargetX Permission Scanner package

This is your "ending version" (i.e., the version you want to upgrade to). You can select any version that's higher than your current package version. Packages are cumulative, meaning the upgraded package you select includes all features from previous packages. For example, if you're upgrading from Package A to Package D, that package includes all features from Packages B and C. 

  1. Navigate to TargetX Recruitment Suite: Admin Group to select and obtain the upgraded package. 
  2. Choose "Install for Admins Only.
    • Remember to update the appropriate Profiles and Permission Sets if additional security is required.
  3. When prompted, grant access to the Third-Party website:

  1. Select Continue.

Step 2 - Validate/Configure Permissions

  1. Navigate to Setup and search for Users.
  2. Navigate to the ‘Permission Set Assignments’ section.
  3. Select Edit Assignments.
  4. Click the TX Permission Scanner Basic Permission Set from the Available Permission Sets list and select Add.
  5. Save your changes.

 Step 3 - Upgrade Is Complete

Congratulations! You’ve successfully completed the install/upgrade of TargetX Permission Scanner package! 

 

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