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Permission Set Bug Documentation

VIDEO TRANSCRIPT | Recorded: 2025-02-26 | Verify against current system state

Abstract

Bug documentation demonstrating permission set issues preventing standard users from completing manual orders. Tests using standard internal license with standard user profile and AANP membership permission set - the configuration most staff will use. Documents two issues: missing "suppress emails" button and orders failing at product selection with generic errors instead of detailed messages.

Key Procedures

  • Log in as test user (Kristen) with standard user profile
  • Apply AANP membership permission set
  • Attempt manual order creation
  • Observe missing buttons and error messages
  • Compare behavior to system administrator

Notable Statements

  • 0:00:15 "Who has been set up as standard internal Salesforce license with a profile of standard user"
  • 0:00:18 "Her permission set is AANP membership"
  • 0:00:23 "So this is going to be the majority of our members or of our staff are going to be in this specific configuration"
  • 0:01:00 "First you'll see that there is no suppress emails button"
  • 0:01:30 "It's going to just throw like a generic error saying something went wrong"
  • 0:01:36 "When I do this as a system administrator and make the same mistake, it tells me exactly what's wrong"
  • 0:01:43 "That dialogue needs to be there for membership support for sure because they're going to get confused"
  • 0:02:07 "So then you just get the spinning screen"

Systems & Configurations

Systems Mentioned

  • Salesforce (permission sets, profiles)

Test User Configuration

Setting Value
License Standard internal Salesforce
Profile Standard user
Permission set AANP membership

Issues Documented

Issue System Admin Standard User
Suppress emails button Visible Missing
Wrong price book error Detailed message Generic "something went wrong"
Add products Works Hangs on spinning screen
Payment processing Works Fails

Error Behavior Comparison

User Type Error Display
System administrator Detailed dialogue explaining issue
Standard user Generic error, no details

Credentials/Access Mentioned

  • Kristen (test user account)
  • System administrator (comparison)
  • Plus IT team (provided screenshots of additional errors)

Vendor Contacts Mentioned

None mentioned in this recording.

Errors & Troubleshooting

  • Issue: Missing suppress emails button
  • Cause: Permission set configuration
  • Resolution: To be addressed
  • Timestamp: 0:01:00

  • Issue: Generic errors instead of detailed messages

  • Cause: Permission-based error message visibility
  • Resolution: Need to expose error messages to standard users
  • Timestamp: 0:01:30

  • Issue: Spinning screen on add products

  • Cause: Permission set restrictions
  • Resolution: Under investigation
  • Timestamp: 0:02:07

Transcript Gaps & Quality Notes

  • Brief bug documentation recording (3 minutes)
  • Testing standard user experience
  • Multiple issues discovered in same session
  • Plus IT team has additional screenshots of further errors
  • Critical for membership support training