How do I make myself an admin in Apsona? How do I gain admin control of Apsona items?

Sometimes non-admin Salesforce users wish to have admin level control within Apsona. While there are some ways to grant more control of Apsona to non-admins, there are some hard limits.

First off, if you are an admin in Salesforce, then you already are an admin in Apsona. Apsona doesn't have a specific 'admin' role that you select within the app. Apsona looks at your permissions in Salesforce and provides that level of access in Apsona.

One way to tell if you are an 'admin' in Apsona is by visiting the "Settings" menu in Apsona. If you see a long list as in the screenshot below, then you are considered an admin in Apsona. If you only see a smaller subset of this menu, then you are not an admin in Salesforce, and therefore you are not an admin in Apsona.

<img src="https://apsona.file.force.com/sfc/servlet.shepherd/version/download/068Pp00000F4weN?asPdf=false&operationContext=CHATTER" alt="Image_2024-09-25_14-18-58.png"></img>

If you are an admin, you should have full edit access to all aspects of Apsona.

If you don't see the same options as in the screenshot, it means you are a non-admin user in Salesforce. If you can not become a Salesforce Admin, but need a higher level of access to Apsona items like report, merge actions, etc. there are 3 ways to do this:

1. If you need to gain edit access over merge actions that you don't own, see this article that describes setting up a special permission set.
2. If you need to gain edit access over Apsona reports that you don't own, see this article that describes setting up a different special permission set.
3. If you need to gain edit access to other Apsona items, see this article that describes setting up sharing rules around the Apsona Item object. NOTE: This approach can reduce users' access to Apsona if not done correctly. This approach requires an advanced understanding of organization-wide default privacy settings and sharing rules. Do not attempt this in production without testing and confirming behavior in a sandbox first.

Technical note: The two settings that define a Salesforce Admin are the “Manage Users” and “Modify All Data” permissions within the "System Permissions" section in a profile or via permission sets. NOTE: These are very powerful settings that give full access to all data and customizations in Salesforce. Only enable these settings for users that have the necessary technical knowledge to manage Salesforce.