Understanding AIA profiles and roles

Current profiles in Fonteva:

AIA  National - Baseline

AIA  National - Baseline Plus

AIA National - Accounting User

AIA National - Event Content Contributor (Video review of settings:AIA National Event Content Contributor Profile)

AIA National - Event Configuration (Video review of settings: AIA National Event Configuration Profile)

AIA National - Baseline User (Video review of settings: AIA National Baseline Profile)

Reference: User Access permissions

Fonteva User Guide reference: https://confluence.fonteva.io/display/userguide/Minimum+Permissions+Needed+for+Staff+Users

To access profile and roles:

1. Click the Setup gear icon in the  upper right-hand corner of the page.

2. Click Users on left navigation page.

3. Click Profiles.

4. Click the Edit link to the right of the profile to be updated.

5. Make required updates and click the Save button.

Open

Open

Approach to Documenting Permissions for AIA 

• Our Approach is going to be phased. 

• We will approach this object by object. 

• We will begin with the Contact Object 

For the Contact Object 

Note: Full AIA Sandbox will be used as source of truth for Objects fields and Page Layouts 

1. First determine what fields fall under the page layout sections shown in green row (Main, Membership, Primary Contact, Address etc.) . 

2. Create a Base Profile (We will keep this on the side and add permission sets to it) 

3. Cross-check to see if a Profile already exists that grants and restricts the fields as requested. 

4. Create a Permission Set based on: 

5.  

   1. No Profile was found that meets the exact criteria 

   2. Existing Profile gives more permissions than is required 

   3. Existing Profile gives Less permissions than is required 

6. Assign the Base Profile to each team 

7. Assign Permission Sets as needed 

Customer Feedback

With reference to the Excel File provided by AIA: The All Objects Permissions Tab has the following note: 

Additional Permission Sets