Plinqx Permission Sets (External User Guide)
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This guide describes what each Plinqx permission set provides and when to use it. It is based on the metadata in force-app/main/default/permissionsets.
Plinqx Administrator
Purpose: Full administrative access to Plinqx features and data.
Provides
- Full access to the Plinqx app and tabs (Design Studio, Feature Management, Log, Publisher, Transaction).
- Broad Apex class access (including configuration, metadata, transformation, and integration services).
- Full CRUD with Modify All on Plinqx objects (
Log__c,Transaction__c,Webhook_API_Key__c). - Access to Plinqx Visualforce pages (
GenerateSessionIdForLWC,reprocessTransaction,transformationDesigner). - User-level setup permissions: Customize Application, Manage Custom Permissions, Modify Metadata, View Roles, View Setup.
Use when
- You need to administer or configure Plinqx, manage metadata, or troubleshoot across all Plinqx data.
- You are responsible for system-level setup or deployment tasks.
Plinqx Integration User
Purpose: Integration account access without the API Access custom permission.
Provides
- Broad Apex class access required for runtime processing, transformations, callouts, and integrations.
- Read/write access to key operational data (create/read for
Log__c, full CRUD forTransaction__c). - Access to Plinqx custom settings and metadata used by integrations (
Configuration__c,Event__mdt,Mapping_and_Function__mdt).
Use when
- You are configuring a service account or integration user that should run Plinqx processes but should not have the API Access custom permission.
Plinqx API Access
Purpose: Grants the Plinqx API Access custom permission.
Provides
- The API Access custom permission only (no additional object or class access by itself).
Use when
- You need to enable API-level access in addition to another permission set (typically combined with Plinqx Integration User or Plinqx Administrator).
Plinqx Manage Webhooks
Purpose: Full management of webhook API keys.
Provides
- Apex class access for webhook management.
- Full CRUD access to
Webhook_API_Key__cplus editable access to the key fields (Active, Allowed IPs, Endpoint Pattern, Expiration Date, Last Used, Notes, Usage Count).
Use when
- A user needs to create, update, rotate, or deactivate webhook API keys.
Plinqx Read Webhooks
Purpose: Read-only access to webhook API keys.
Provides
- Apex class access for webhook viewing.
- Read-only access to
Webhook_API_Key__cand its key fields.
Use when
- A user needs to view webhook configuration or audit usage but should not edit keys.
Recommended Assignment Patterns
- Plinqx Administrator: Admins and system owners.
- Plinqx Integration User + Plinqx API Access: API-driven integrations that should be allowed to call Plinqx APIs.
- Plinqx Integration User (without API Access): Background integrations that should run internal processes but not expose API endpoints.
- Plinqx Manage Webhooks: Security or integration admins managing webhook keys.
- Plinqx Read Webhooks: Auditors or support users who need visibility only.