For users to have access to Precursive, you need to assign them:

1. Package License: The Package License unlocks access to the application.
2. Permission Set Group: The Permission Set Group determines the Users access to Precursive functionality and their License Type.

If you have further questions about your Licenses, please reach out to your assigned Customer Success Manager or email customersuccess@precursive.com.
 

License Types

Precursive Licenses are offered based on two main factors: the platform’s features, called Product Modules, and the user’s capabilities, called User License Types.

Product Modules

With Precursive 2.0, we have combined our products into a single, unified application. In doing so we have also reorganized our offerings and updated our labels to: Core Platform, with add-on Modules. Below is a summary and visual of the changes:

• OBX (Onboarding Experience) has been entirely rebuilt as Project Management and Customer Workspace
• RCO (Resource Capacity Optimization) is now simply Resource Management 
• PSX (Professional Services Experience) is split into Revenue Management and Billing

How are existing licenses affected?
 

• OBX map to the "Project Management" module.
• PSX Licenses map to the "Revenue Management" module.
• RCO Licenses map to the "Resource Management" module.

User License Types

Precursive Licenses are defined based upon the level of access provided to Users. Precursive calculates the level of access and determines the License Type and Module for each User:

• Standard User (now incorporates Admin)
• Individual Contributor
• Read-only
• Non-Login Resource (Non-Human or Contact Resource)

For a detailed breakdown of the Object and Field access different Permission Sets:

• Permissions by Feature Shared

Permission Set Groups

NOTE: To create and assign Permission Set Groups, you need to have the “Assign Permission Sets” permissions yourself. That is usually the case for a Salesforce Administrator.

Standard Permission Sets

Precursive Permissions is pre-installed with standard Permission Sets designed for providing a User access to a specific Product Module and User License Type.
 

Permission Set Groups

Permission Set Groups makes it easier to customize access in the future: 

• If you have created custom fields related to Precursive you can add your own custom Permission Sets to the Permission Set Group
• By using the standard Precursive Permission Sets they will be automatically updated as needed in future releases. 
• If there are permission you would like to suppress this can be done using Permission Set Group muting.

NOTE: Only add Module Permission Sets based on modules purchased.
 

Assign Permission Set Groups

Please see the Salesforce support articles below if you need a guide on:

1. How to Create a Permission Set Group
2. How to Assign Permission Set Groups

Customizing Permission Set Groups

If you need to extend permissions, e.g. provide access to new custom fields, then you can customize these Standard Permission Set Groups. However, you should avoid customizing Permission Sets directly.

• To expand permissions: you should create a new Permission Set that defines the Field Level Security for any custom fields that are created on Precursive objects. This Permission Set can then be assigned to one or more of the Permission Set Groups.
  
  NOTE: If you expand a users access and they enter a different license tier/type, you will be asked to correct that. Otherwise, you will be charged for the difference.

• To restrict permissions: e.g. if you want to hide costs from projects & phases for your standard users, you should mute that permission within the permission set group. See this Trailhead to learn how to Mute Permissions in Permission Set Groups