Maica Permissions Sets

Use Client Management Permission Sets to grant your team access to the Maica goodness!

How is Access Managed in Maica?

Now that Maica is all configured and ready to go, we need to make sure that your team has access to all the relevant pieces needed to fulfil their function. In order to do this, Maica leverages standard Salesforce Permission Sets to provide access to its range of features.

A Permission Set is a collection of settings and permissions that give users access to various tools and functions without changing their profiles. Now, what does that actually mean?!

For example, let’s say you have several Plan Managers who need the ability to enter Invoices and Claim funds from the Agency. Assign this user the Maica - Manage Plan & Service Booking Permission Set to ensure they can access the features and functionality required in this process.

Taking this a step further, assume that only 1 of these Plan Managers needs the ability to delete a Service Booking. Assign this user the Maica - Delete Service Booking Permission Set in addition to the one above to enable this additional functionality.

The Permission Set is complementary to their Profile, meaning it provides access to these Maica features in addition to what is already provided via their existing Profile

Maica Permission Sets

The table below provides an overview of the standard Maica Permission Sets.

Permission Set Name	Access Provided
Maica - General User	Provides access to all the base Maica functions, such as Apex Classes and Components. This needs to be assigned to all of your Maica users.
Maica - System Permissions	This Permission Set contains the following required permissions: - CRUD to access to Plan/Plan Budget - CRUD to access to Service Booking/Booking Item - Customize Application System Permission. This needs to be assigned to all of your Maica users. ❗This Permission Set is not part of the Maica Managed Package but is manually installed via this link as shown in this online demonstration video. The reason we need to do it this way is due to the Salesforce restriction that prevents us from including System Permissions and objects with a Master-Detail relationship to a standard object (Contact) to a package's Permission Sets.
Maica - Manage Plan & Service Booking	Please see the matrix below.
Maica - Manage Invoice & Claiming	Please see the matrix below.
Maica - Delete Service Booking	Provides the ability to update the Service Booking Status = Deleted in both PRODA and Salesforce. ❗When a Service Booking is Deleted the record is not deleted from Salesforce. The Status is set to Deleted and you will no longer be able to interact with this Service Booking. Note: Users without this Permission Set cannot see the Delete option in the Manage Service Booking Quick Action accessed from the Service Booking object.
Maica - Manage Crediting	Provides the ability to use the Credit Management component accessed on the Invoice record and Invoice List View. The Claim Management component is described in more detail here.
Maica - Manage Maica Settings	Provides the ability to view and edit all the specific settings contained within the Maica Settings tab.
Maica - Handle NDIS Notifications	Provides the ability to handle and process the NDIS Notifications or Webhooks. Please make sure the associated Guest User of the selected Site has this Permission Set assigned. You do not need to grant this to individual Maica users.
Maica Client Care - General User	Provides access to all the base Maica Client Care functions, such as Apex Classes and Components. This needs to be assigned to all of your Maica Client Care users.
Maica Client Care - Quick Appointment Completion	Provides the ability to Quick Complete the Appointment.
Maica Client Care - Timesheet Approval	Provides the ability for a user to approve a Timesheet via the Timesheet Tab.
Maica Client Care - Timesheet Management	Provides the ability to manage Actual Dates on the Appointment.
Maica Client Care - Timesheet Submission	Provides the ability for a user to submit a Timesheet via the Timesheet Tab.
Maica Client Care - Unavailability Management	Provides the ability to manage Unavailability on the Planner.
Maica Client Care - View Appointment Cost	Provides the ability to see Appointment Cost when managing Appointments. This will provide the user with the ability to see the total cost of the Appointment being managed.
Maica Client Care - Manage Appointment Breaks	Provides the ability to create Unavailability records, marked as Appointment Breaks, that are associated with Appointments.
Maica Client Care - Planner Filter Administration	Turns the ability to use the Planner Filters either on or off.
Maica Client Care - Create Billable Client Notes	Provides for the ability to mark a Billable Client Note as Non-Billable via a toggle on the user interface.

Permission Sets for Maica Object Access

In cases where Maica Client Care users are required to access object data from within the Maica Client Management solution, the following Permission Sets are part of Maica Client Management to control this access. These can be assigned to Maica Client Care users as appropriate.

Permission Set Name	Maica Client Management Object Access
Plan Management	Booking_Item__c Compliance_Check__c Plan__c Plan_Budget__c Plan_Goal__c Support_Category__c Registration_Group__c
Billing	Invoice__c Invoice_Line_Item__c Invoice_Setting__c Payment_Request__c Remittance__c
Service Agreements	Service_Agreement__c Agreement_History__c Agreement_Item__c
All	All Maica Client Management objects

In order to respect any Sharing Rules or Data Access policies you may wish to implement, Maica Permission Sets do not provide View All or Modify All access to any objects.

We recommend managing View All and Modify All at the Profile level OR in a Clone of this Permission Set

The Maica Object Permission Sets provide access to the objects as outlined above but do not directly provide access to the below-listed objects, as this is inherited based on Salesforce Master-Detail relationships, so any permissions/sharing configured for those objects will directly determine access the related Maica data objects, as shown here:

• Remittance -> Account

• Service -> Account

• Program Enrolment -> Opportunity

• Connection -> Contact

• Booking Item -> Service Booking -> Contact

• Plan Goal and Plan Budget -> Plan -> Contact

Full Permission Set Overview

You can access a full overview of all the Maica Permission Sets in the Google Sheet below.