Users

User access to Komodo Publications Planning is governed by a series of permission set groups, permission sets and custom permissions. Administrators can use these permission set groups, permission sets, and custom permissions to provision new users. As some users may not have the required standard Salesforce permissions to provision new users or reset passwords, users with the PP_Provision_User_Accounts custom permission set may provision document authors and reset their passwords by creating User Request records. User Request records are processed at the beginning of every hour by default.

Permission set groups

Permission set groups simplify permission assignment and management by grouping permission sets based on job functions. When you assign a user a permission set group, the user receives all of the permission sets that the permission set group is comprised of. Table 95, “Permission set groups” lists the Komodo Publications Planning permission set groups and details the permission sets that each permission set group contains.

Note

If there are permissions in the permission set groups that you do not want users to have, you can mute or block the permissions at the permission set group level without editing the permission sets.

Table 95. Permission set groups

Permission set group label	Permission set group API name	Permission sets	Permission set group description
PP_Plan_Team_Members	PP_Plan_Team_Members	PP_Plan PP_Budget PP_Content_Author PP_Provision_External_Author PP_App_Permissions CM_ContentAuthor CA_Office_365_Author	Users with this permission set group are considered publication plan team members and have access to all corresponding planning objects. Publication plan team members are often responsible for initiating the plan, setting up the team, managing the overall plan timeline, and defining the publication workload based on study completion, concepts, and objectives.
PP_Publication_Author_Externals	PP_Publication_Author_Externals	PP_Content_Author_External PP_App_Permissions CM_ContentAuthor CA_Office_365_Author	Users with this permission set group are considered external publication authors and have access to all corresponding publication document objects. External authors are often responsible for publication document collaboration, and providing document updates, comments, reviews, and approvals. Note External authors are considered community users.
PP_Publication_Collaborator_Externals	PP_Publication_Collaborator_Externals	CA_Office_365_Author PP_App_Permissions_External PP_Content_Author_External	Users with this permission set group are considered external publication authors, with access to all corresponding publication document objects.
PP_System_Admins	PP_System_Admins	PP_System_Admin PP_App_Permissions CM_ContentAuthor CM_SystemAdmin CA_Office_365_Admin CA_Office_365_Author	Users with this permission set group are considered publication system administrators and have access to all Komodo Publications Planning objects. System administrators are often responsible for maintaining the Komodo Publications Planning system.
PP_Statistician	PP_Statistician	PP_Plan PP_App_Permission PP_Content_Author CM_ContentAuthor	Users with this permission set are considered statisticians and have access to planning and publication document objects. Statisticians are often responsible for providing and clarifying study data. They are also responsible for the data checklist and ensuring proper data integrity and governance.
PP_Budget_Manager	PP_Budget_Manager	PP_Plan PP_Budget PP_App_Permissions	Users with this permission set are considered budget managers and have access to planning and budget related objects. Budget managers are often responsible for managing vendors and rate cards, as well as allocating and approving publication plan budgets, line items, and invoices.
PP_Publication_Authors	PP_Publication_Authors	PP_Content_Author PP_App_Permissions CM_ContentAuthor CA_Office_365_Author	Users with this permission set group are considered publication authors and have access to all corresponding publication document objects. Publication authors are often responsible for drafting, authoring, reviewing, approving, and managing the overall publication document from start to finish.

Permission sets

Permission sets bundle permissions and extend users' access to tools and functions. Table 96, “Permission sets” lists the Komodo Publications Planning permission sets and details the custom permissions that each permission set contains.

Note

The permission sets listed in Table 96, “Permission sets” are considered internal system metadata and should not be altered in any way. If you need to customize a permission set, clone and assign the cloned permission set to users.

Table 96. Permission sets

Permission set label	Permission set API name	Custom permissions	Description
CA_Office_365_Admin	mvn__CA_Office_365_Admin	Microsoft 365 Admin	Users with this permission set can author Microsoft 365 content, check out any document to Microsoft 365, reopen in Microsoft 365 any document that is already checked out, and cancel the check out of any document. They are only able to check in documents that they performed the check out action upon.
CA_Office_365_Author	mvn__CA_Office_365_Author	Microsoft 365 User	Users with this permission set can author Microsoft 365 content, check out documents of which they are a collaborator, and reopen in Microsoft 365 any document that is already checked out and that they are a collaborator of. They are only able to check in or cancel the check out of documents that they performed the check out action upon. For more information on collaborator permissions, refer to Salesforce’s Change File Access in Lightning Experience documentation.
CM_CompleteTasksOnBehalfOfOthers	CM_TaskApproverOnBehalfOf	CM Task Completion On Behalf Of	Grants users the ability to update (e.g., complete) tasks on behalf of another user.
CM_ContentAuthor	mvn__CM_ContentAuthor	CM Electronic Signer CM User	Standard Komodo Publications Planning user.
CM_ContentReadOnly	mvn__CM_ContentReadOnly	CM Electronic Signer CM User	Grants read only access to Komodo Publications Planning module objects and fields.
CM_ReassignTasks	CM_ReassignTasks	CM_Reassign_Task	Grants users the ability to reassign workflow tasks from themselves to others.
CM_Self_Approver	mvn__CM_Self_Approver	CM Self Approver CM User	Grants users the ability to assign workflow activities to themselves.
CM_SystemAdmin	mvn__CM_SystemAdmin	CM Admin CM Electronic Signer CM Self Approver CM User	Grants users View All/Modify All access to Komodo Publications Planning objects.
Download Audit Trail	mvn__AT_Download_Audit_Trail	Download Audit Trail	Allows a user to download an Audit Trail report for a record.
PP_App_Permissions	mvn__PP_App_Permissions	None	Users with this permission set are provisioned access to Komodo Publications Planning product settings, custom metadata, Apex classes, etc.
PP_Budget	mvn__PP_Budget	None	Users with this permission set are provisioned access to budget and line item objects and fields.
PP_Content_Author	mvn__PP_Content_Author	None	Users with this permission set are provisioned access to content objects and fields specific to Komodo Publications Planning. Note This permission set should be used in conjunction with `CM_ContentAuthor`.
PP_Content_Author_External	mvn__PP_Content_Author_External	None	Users with this permission set are external authors with access to content objects and fields specific to Komodo Publications Planning. Note This permission set should be used in conjunction with `CM_ContentAuthor`.
PP_DS_Admin	PP_DS_Admin	None	Users with this permission set have admin access to Digital Science (Altmetric and Dimensions) journal and article attributes / configuration.
PP_DS_Read_Only	PP_DS_Read_Only	None	Users with this permission set have read access to Digital Science (Altmetric and Dimensions) journal and article attributes / configuration.
PP_Plan	mvn__PP_Plan	None	Users with this permission set are provisioned access to all related plan objects and fields.
PP_Provision_External_Author	mvn__PP_Provision_External_Author	Provision User Accounts Reset User Password	Users with this permission set can provision users for external authors.
PP_System_Admin	mvn__PP_System_Admin	None	Users with this permission set are considered publication system administrators, with access to all Komodo Publications Planning objects.
PP_UP_Admin	PP_UP_Admin	None	Users with this permission set have admin access to Unpaywall article attributes / configuration.
PP_UP_Read_Only	PP_UP_Read_Only	None	Users with this permission set will be provisioned read access to Unpaywall article attributes / configuration.

Custom permissions

Custom permissions give users access to tools and functions. Table 97, “Custom permissions” lists the Komodo Publications Planning custom permissions.

Note

The custom permissions listed in Table 97, “Custom permissions” are considered internal system metadata and should not be altered in any way.

Table 97. Custom permissions

Custom permission label	Custom permission API name	Description
Check In Other Users Documents	CM_Check_In_Other_User_Document	Grants users the ability to check in documents that are checked out by other users, including documents that are checked out to Microsoft 365.
CM Admin	mvn__CM_Admin	Administrator Komodo Publications Planning user.
CM Electronic Signer	mvn__CM_Electronic_Signer	Users that have this permission are required to configure their electronic signature in order to electronically sign documents. For more information, reference Electronic signature. Note Even with MCM Global Setting configured with Require Electronic Signatures set to true, if the user does not have the `CM_Electronic_Signer` custom permission assigned, electronic signature will not be required for that user.
CM Self Approver	mvn__CM_Self_Approver	Grants users the ability to assign workflow activities to themselves.
CM Complete Tasks On Behalf Of Others	CM_Task_Completion_On_Behalf_Of	Grants users the ability to update (e.g., complete) tasks on behalf of another user.
CM Reassign Task	CM_Reassign_Task	Grants users the ability to reassign workflow tasks from themselves to others.
CM User	mvn__CM_User	Standard Komodo Publications Planning user.
Download Audit Trail	mvn__AT_Download_Audit_Trail	Allows users permission to download Audit Trail for a record.
Microsoft 365 Admin	mvn__CA_Office_365_Admin	Users with this permission have administrative access to the Microsoft 365 service.
Microsoft 365 User	mvn__CA_Office_365_User	Users with this permission may access the Microsoft 365 service.
Provision User Accounts	mvn__PP_Provision_User_Accounts	Users with this custom permission are able to provision access to collaborators.
Reset User Password	mvn__PP_Reset_User_Password	Users with this custom permission are able to reset collaborator user passwords.

Provision new users

Komodo Publications Planning access is governed by users having access to the CM User custom permission. Administrators with the appropriate standard Salesforce permissions can manually grant users access to Komodo Publications Planning by assigning them the CM User custom permission. Users with the PP_Provision_User_Accounts custom permission set can provision document authors and reset their passwords by creating User Request records.

Create new users

To manually create a new user and grant the user access to Komodo Publications Planning:

If the user does not already exist in Salesforce, add the user to Salesforce. Visit Salesforce's View and Manage Users documentation.
In the Quick Find box in Setup, search for and select Users, and then click the Full Name of the user.
Click Edit Assignments on the Permission Set Group Assignments related list.
Select the appropriate Permission Set Group(s). To use the Komodo Publications Planning product, the user must be assigned a permission set group that contains a permission set with the CM User custom permission.
Click Save.

Create User Requests records

If you do not have the standard Salesforce permissions required to create and provision new users but have the PP_Provision_User_Accounts custom permission set, you can:

Provision document authors by using the Related Document Authors component to create User Request records with a record type of New User. To prevent duplicate users, an error occurs if you use the component to try and provision a document author with the same email address as an existing user. This check is not performed if you use another method, such as a data load, to create and provision document authors.
Reset users passwords by creating User Request records with a record type of Password Reset.

System run batch jobs process User Request records at the beginning of every hour by default.

User Request

mvn__PP_User_Request__c

The User Request mvn__PP_User_Request__c) object stores user request details for provisioning user access and resetting user passwords. System run batch jobs process User Request records at the beginning of every hour by default. Once a User Request record is processed, the Result field changes to Success, and the Status field changes to Complete. Processed records are not deleted.

Note

To create a User Request record, you must have the PP_Provision_User_Accounts custom permission set.

User Request object entity relationship diagram

Table 98. User Request schema

Field label	API name	Data type	Description
Completed Date/Time	mvn__PP_Completed_Date_Time__c	Date/Time	Date and time the user request is completed.
Contact	mvn__PP_Contact__c	Master-Detail(Contact)	Master-detail relationship to the contact.
Created By	CreatedById	Lookup(User)	Id of the user who created the record.
Document Collaborator	mvn__PP_Document_Author__c	Lookup(Document Collaborator)	Lookup relationship to the document author.
Error Message	mvn__PP_Error_Message__c	Long Text Area(32768)	Message that displays when an error occurs.
Last Modified By	LastModifiedById	Lookup(User)	Id of the user who last modified the record.
Owner	OwnerId	Lookup(User,Group)	Id of the user or group who owns the record.
Record Type	RecordTypeId	Record Type	Id of the record type. Record types include: New User - user request record type for provisioning a new user. Password Reset - user request record type for resetting a user password.
Result	mvn__PP_Result__c	Picklist	Outcome of the batch job that processed the user request record. Picklist values include: Success Failed
Status	mvn__PP_Status__c	Picklist	Picklist indicating the user request record status. Picklist values include: Pending Complete
User	mvn__PP_User__c	Lookup(User)	Lookup relationship to the user.
User JSON Definition	mvn_PP_User_JSON_Definition__c	Long Text Area(32768)	JSON definition for creating user records. This field does not need to be manually filled out. Here is a sample JSON definition: { "ProfileId":"00e3F000001E9ViQAK", "CountryCode":"US", "LastName":"Smith", "Street":"123 Maple Ln.", "Phone":null, "CompanyName":"Test Account", "EmailEncodingKey":"UTF-8", "City":"Chicago", "PostalCode":"US", "Title":"Head Physician", "StateCode":"IL", "FirstName":"Jonathan", "TimeZoneSidKey":"America/Los_Angeles", "LanguageLocaleKey":"en_US", "LocaleSidKey":"en_US", "Email":"jsmith@example.com" }
User Request #	Name	Auto Number	Automatically incremented record number.

Deactivate users

Users can be deactivated so that they can no longer log into the Komodo Publications Planning system. When a user is deactivated, all of their associated records for the Plan Team Member (mvn__PP_Plan_Team_Member__c) custom object are updated to have an Inactive Status. Visit Deactivate users in Salesforce's Help.

Users

Permission set groups

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Permission sets

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Custom permissions

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Provision new users

Create new users

Create User Requests records

User Request

mvn__PP_User_Request__c

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Deactivate users

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