Steps to create Protecto user
Last updated
Last updated
Step I: Create Protecto User Profile:
• In the Lightning UI > Setup, search for Profiles and select the same.
• Create Protecto user profile from minimal access – Salesforce profile.
• Next, edit the created profile as below:
○ Tab Settings > Enable tab view for ALL tabs (value would be Tab Hidden by default)
Notes:
▪ This step would take some time, but is a one-time only process. By default all tabs are hidden.
▪ Any third party app tabs can be kept as hidden if Protecto analysis need not be run on them.
Connected app access > protecto_app (check mark this app to give permission)
Administrative Permissions > API Enabled
Administrative Permissions > View All Data
Administrative Permissions > View All Users
Administrative Permissions > View All Profiles
Administrative Permissions > Password Never Expires
General User Permissions > Use Order Management Return Order
Note: If this option isn't visible, it can be ignored.
Session Settings > Session Times Out After > 24 hours of inactivity
Password Policies > User password expires in > Never expires
Click Save to create the Protecto User profile.
