A Sales Associate is unable to enter a Resource Request. They have a Resource Contact record with the essential values populated, and the associated…

Certinia PSA utilizes a custom object named "Permission Control" to manage granular, application-specific permissions for users. These permissions govern functional capabilities that are not controlled by standard Salesforce profiles or permission sets. To allow a user to create or enter a Resource Request, an administrator must navigate to the user's associated Permission Control record and enable the "Resource Request Entry" checkbox. If a Permission Control record does not exist for the user, one must be created.

A. Assign the Resource Request Entry Permission Set.

This is incorrect. While Certinia provides permission sets for object and field-level security, specific functional permissions like entering a resource request are controlled via the Permission Control record, not a dedicated permission set.

C. Ensure the Resource Request Entry checkbox is selected on the User.

This is incorrect. The checkbox for this specific permission is located on the related Permission Control custom object record, not directly on the standard User object record.

1. Certinia PSA Administrator Guide: In the section "Permission Controls," the documentation details the purpose of the Permission Control object. It states, "Permission controls give you a granular level of control over the actions that your resources can perform in PSA." It explicitly lists "Resource Request Entry" as one of the checkboxes on this object that grants the ability to create resource requests. (Reference: Certinia PSA Documentation, "Permission Controls Overview").

2. Certinia PSA Help Portal: The article "Setting PSA User Permissions" outlines the necessary steps for user setup. It specifies that after assigning a license and a base permission set, a Permission Control record must be created or edited for the user to grant functional permissions. The "Resource Request Entry" permission is cited as a key example of a permission granted in this manner. (Reference: Certinia Help Center, Article ID: 00021345, "PSA Permissions Fields").