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Create a custom permission set for Comments

Create a custom Salesforce permission set for flair's Comments component. Use this setup when your organization does not assign flair's standard permission sets.

Who can use this?

Salesforce Admins who manage permission sets, object access, field access, and Apex class access in Salesforce Setup.

Before you begin

  • Confirm that the affected users have Salesforce access to the records where the Comments component appears.
  • If you already have a custom permission set for these users, add the required access to that set.

Review the required access

The Comments component requires Read access to these objects:

  • flair__Comment__c
  • flair__Comment_Mentioned_Employee__c
  • flair__Comment_Reaction__c
  • flair__Employee_Avatar__c
  • flair__Reaction__c

Users also need access to flair__Employee__c on all five objects.

Grant access to every Apex class with Comment in its name. These classes typically include:

  • CommentController
  • CommentService
  • CommentTriggerHandler

Grant access to these Employee Avatar Apex classes too:

  • EmployeeAvatarCommon
  • EmployeeAvatarCriteria
  • EmployeeAvatarGroupController
  • EmployeeAvatarResizer
  • EmployeeAvatarResizerAsync
  • EmployeeAvatarRestController
  • EmployeeAvatarService
  • EmployeeAvatarsFactory
  • EmployeeAvatarUpdateController

Create the permission set

  1. In Salesforce Setup, enter Permission Sets in Quick Find.
  2. Open Permission Sets.
  3. Click New.
  4. In Label, enter a name such as Flair Comments Access.
  5. Keep the generated API Name.
  6. Click Save.

Add object and field access

Repeat these steps for each of the five required objects:

  1. In the permission set, open Object Settings.
  2. Search for and select the object, such as flair__Comment__c.
  3. Click Edit.
  4. Under Object Permissions, enable Read.
  5. If users can modify comments, enable Create, Edit, and Delete as required.
  6. Under Field Permissions, grant access to flair__Employee__c.
  7. Click Save.

Add Apex class access

  1. In the permission set, under Apps, open Apex Class Access.
  2. Click Edit.
  3. Under Available Apex Classes, select every Comment-related class and each required Employee Avatar class.
  4. Click Add. The classes move to Enabled Apex Classes.
  5. Click Save.

Assign the permission set

  1. In Salesforce Setup, open the user who needs Comments access.
  2. Under Permission Set Assignments, click Edit Assignments.
  3. Under Available Permission Sets, select the new permission set.
  4. Click Add.
  5. Click Save. The user receives the configured Comments access.

Troubleshooting

The Comments component keeps loading

  1. Confirm that the user has access to all five required objects.
  2. Confirm that flair__Employee__c is accessible on all five objects.
  3. Confirm that every Employee Avatar Apex class is enabled in the permission set.
  4. In the Developer Console, review errors for a missing permission.

A user can access the record but cannot see comments

This usually means that the permission set is missing Apex class access, especially for the Employee Avatar classes. Compare Enabled Apex Classes with the lists in Review the required access.

Use flair's standard permission sets

The maintained Flair Manager permission set typically gives HR Admins full Comments access. Standard flair permission sets and permission set groups receive access updates when flair adds features.

warning

A custom copy of a flair permission set does not receive these updates and can become outdated.