After successful installation of the product, before actually using it some configuration is to be done. Follow the instructions to configure the product.

1. As mentioned in the System Requirements section, we need to have a registered Salesforce Account with all internal users in it.
2. Create a Profile newly or edit the current profiles for the users so as to use the application.
3. Creating a new Profile-
  • To create a new profile, navigate to Setup of your Salesforce account by logging in as an Admin.
  • From the left side menu, navigate to Administration Setup. Expand "Manage Users" menu. Click on "Profiles" option.



  • Click on "New Profile" button.



A page will be displayed. Enter the name of the Profile as "ePasswordSafe User Profile". You can have your own profile name. Select Existing "Profile" to be "Force.com Free". Click on "Save" button.



  • Profile will now be created. Click on "Edit" button for the profile.
  • From the Custom App Settings section, Select ePasswordSafe as Default.





4.png

  • From the Custom Tabs Settings, Turn on the tabs Collections, Credentials, ePasswordSafe, Index, Mobile.
  • Now scroll down to edit "Custom Object Permissions". Specify them as shown below. This is an important part. If we provide "View All" & "Modify All" access by mistake to this profile all users will gain control over the application.

3.png

  • Click on "Save" button. To save changes done to profile.
  • Scroll down the page, navigate to the end of the page.
  • Click on "Edit" button for "Enable Apex Class Access section".
  • Add the following apex classes to the profile.
EPSAFE.Collection
        EPSAFE.CollectionsController
        EPSAFE.Credential
        EPSAFE.EncryptDecryptCredentials
      EPSAFE.ManageCollectionSharingsController
      EPSAFE.ManageCollectionsController
      EPSAFE.ManageCredentialSharingsController
      EPSAFE.ManageCredentialsController
      EPSAFE.MobileController
  EPSAFE.SecurityValidator
      EPSAFE.ServiceController

  • Click on "Save" button. Classes will be added to application. It is important to have these class access to access the application for users. 

1.png

  • Enable Visual Force Page Access by clicking on "Edit" button on the Profile. Add following pages-
           EPSAFE.Collections
EPSAFE.CustomSettings 
           EPSAFE.Desktop
        EPSAFE.Index
EPSAFEMobileUserPin 
        EPSAFE.Service
EPSAFE.Settings 
EPSAFE.UserPIN 
        EPSAFE.mobile
 

           Click on "Save" button.

2.png

  • Navigate to Field-Level Security section of profile. Click on View link for Credential object. Edit it as shown below.

5.png

6.png

Click on Edit button. Provide visibility to fields on Credential as below. We need not change anything for Read Only accessibility.

7.png

Save these changes.

In this way, Profile is now ready to apply on user records.

  • Open the user browser from "Manage Users" section.   



  • Open a user record. Click on "Edit" button. Select "User License" to be "Force.com – Free". Select Profile to be "ePasswordSafe User Profile". 



  • Save these changes.