Breadwinner Security and Permissions - Adding users to Breadwinner

breadwinner can be used by all salesforce users however, your salesforce security settings can either enable or prevent users and profiles from reading or writing to breadwinner we cover two common cases below enabling breadwinner for some / all salesforce users the easiest way to enable breadwinner for some or all of your users is to use permission sets (for more info on permission sets, here's the salesforce help article on permission sets https //help salesforce com/htviewhelpdoc?id=perm sets overview\ htm ) to give a user a permission set, go to that user in setup and edit the assigned permission sets or, even easier, go to the breadwinner permission set, and add some or all of your users to it the screenshots below will help with this assigning permissions from breadwinner tab setting permissions if you have salesforce lightning if you have salesforce lighting, start with this screenshot, and then skip the first screenshot in the classic section and follow from the second screenshot setting permissions in salesforce classic navigate to setup, manage users, and permission sets preventing breadwinner for some / all salesforce users the easiest way to prevent users from accessing breadwinner is to set the permissions at the profile level if you want a profile to read/view invoices but not create, make sure the profile can read (and optionally edit) but not create or delete if you want a profile to have no access to breadwinner, make sure they do not have read access on the invoice object or the breadwinner account connection object