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  • The License type broadly determines whether a user has general access to Schoolworks as a user, or administrator access to the setup and advanced configuration settings of the platform.

  • There are two licence types - Salesforce Platform and Salesforce:

    • The Salesforce Platform license is for end users of Schoolworks and restricts access to Schoolworks features only. This is the most common license given to the majority of school staff.

    • The Salesforce license grants the user access to the advanced Salesforce platform features in addition to Schoolworks features.

      • This license in combination with the System Administrator Profile gives complete access to all areas of the system and should only be given to trusted users who have received extensive training on the system.

      • However, this license can allow additional functionality for end users such as managing new users (for example, giving teachers access to the Teacher Portal) and logging in as another user to help troubleshoot issues. Administrative permissions can still be restricted through the assigned Profile and Permission Sets, but this license can be given to trusted users who require this additional functionality.

  • Please note, if your school uses Sales Cloud functionality (for example, access to Leads and Opportunities), please see here for more detailed information on managing licenses License Comparison.

User Profiles

  • The Profile determines another general level of permissions and can be configured to dictate access to particular objects, fields, page layouts, tabs, record types and other system permissions.

  • Typically, the following Profiles have been pre-configured in your org to suit the needs of Schoolworks users:

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