Setup Users

To ensure that users can access GoldFinch and perform their required tasks, they must be set up in Salesforce/GoldFinch with the correct permissions.

Steps to Set Up Users and Assign Permission Sets

Open Salesforce Setup:

• Click the Setup icon and select Setup to launch the Setup page in a new tab.

Add a New User:

• Click on Users to add a new user.

• Enter the required user details such as name, email address, company, etc.

• Populate Key Fields:

  • Username: Typically, the user’s email address.

  • Role: This field is optional.

  • User License: Select Salesforce Platform for regular users.

  • Profile: Choose Standard Platform User.

• Save the User:

  • Click Save to create the new user.

  • After saving, click Edit next to the user’s name to assign the required Permission Sets.

• Assign Permission Sets:

  • Scroll down and click Edit Assignments to assign the necessary Permission Sets.

  • Look at other similar users to determine which sets are required.

  For standard users, assign:

  • GFERP Standard User Permission Set

  • GFERP Extension Permission Set

  For users managing Accounting, add:

  • GFERP Accounting Permission Set

  For super users, add:

  • GFERP Full Access to Setup Tables Permission Set

• Custom Permission Sets:

  • You can create customized Permission Sets by cloning the out-of-the-box GoldFinch permission sets.

• Assign a GoldFinch License:

  • Search for Installed Packages, then click Manage Licenses to assign a GoldFinch Cloud Solutions user license.

Configure Special Permissions:

• Select App Launcher > User Setup to configure special permissions for users.

• A User Setup record is required if the user needs access to the following permissions:

  • Unpost

  • Delete Sales Order

  • Unhold Sales Order

  • Special Posting Date Range

  • Mobile Access

Deactivating Users

To deactivate a user:

• Go to the Users page and uncheck the Active checkbox.

• The license for GoldFinch will be automatically removed once the user is deactivated.

Article Setup-Users  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center