> For the complete documentation index, see [llms.txt](https://docs.gridmate.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.gridmate.io/advanced-guides/grid-setup/grid-admin-cockpit.md).

# Grid - Admin Cockpit

Secure field and action access, maintain User Grids and filters, track adoption in the GridMate Cockpit.

As a Salesforce admin, GridMate provides you with the **GridMate Cockpit**, enhancing security by efficiently managing access and securing fields and actions, while also facilitating the maintenance of user grids and filters.

## Enable Admin Cockpit

To effectively utilize the **GridMate Cockpit** acquire the **GridMate Cockpit User** Permission Set.

<figure><img src="https://4046919449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEsSbGy_U_OhthKUpxu%2Fuploads%2Fke1hsZp0VZtylRH5dmj8%2FScreenshot%202023-11-08%20at%2010.58.12.png?alt=media&amp;token=63ec0ac0-59d8-4dc0-a932-60a182679589" alt=""><figcaption><p>GridMate Permission Set</p></figcaption></figure>

## Field Access

**Field Access** feature enables admins to secure the field access of any object for a profile or a specific profile. The video below is a step-by-step tutorial to learn how to use the **Field Access**👇.

{% embed url="<https://youtu.be/iNCypJ-VAK8>" %}

{% hint style="info" %}
**Field Access** is applied only at the grid level and doesn't apply on the record page.
{% endhint %}

## Action Access

As an admin, the **Action Access** allows securing actions on a User Grid. The video below is a step-by-step tutorial to learn how to use the **Action Access**👇.

{% embed url="<https://youtu.be/D1EwoLd_aZE>" %}
Action Access
{% endembed %}

{% hint style="info" %}
**Action Access** is applicable only for User Grid. It doesn't affect other grids like GM - FieldSet Grid, GM - RelatedList Grid,...
{% endhint %}

To manage access for core actions like mass edit, they should be configured as custom metadata types using the names below:

* **gmpkg\_modalEdit** : to control modal edit
* **gmpkg\_inlineEdit** : to control inline edit
* **gmpkg\_massUpdate** : to control mass update
* **gmpkg\_modalCreate** : to control modal create
* **gmpkg\_inlineCreate** : to control inline create
* **gmpkg\_massClone** : to control mass clone
* **gmpkg\_massDelete** : to control mass delete

Below is an example for modal edit action:

```xml
<?xml version="1.0" encoding="UTF-8"?>
<CustomMetadata xmlns="http://soap.sforce.com/2006/04/metadata" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
    <label>gmpkg_modalEdit</label>
    <protected>false</protected>
    <values>
        <field>Metadata__c</field>
        <value xsi:nil="true"/>
    </values>
    <values>
        <field>Sobject__c</field>
        <value xsi:nil="true"/>
    </values>
</CustomMetadata>
```

## User Filter Maintenance

**User Filter Maintenance** enables a Salesforce admin to manage all the created filters within the org. The video below is a step-by-step tutorial to learn how to use the **User Filter Maintenance**👇.

{% embed url="<https://youtu.be/kMn5islNSU0>" %}
User Filter Maintenance
{% endembed %}

## User Grid Maintenance

**User Grid Maintenance** empowers admins to manage User Grids at the org level. User Grid can be **imported** from another org **or** **exported** to another one. The User Grid is exported like a Salesforce metadata component **(JSON format)** and therefore can be modified with widely used tools like VS Code before importing back. The video below is a step-by-step tutorial to learn how to use the **User Grid Maintenance**👇

{% embed url="<https://youtu.be/XPKledUeSPA>" %}
User Grid Maintenance
{% endembed %}

## Adoption Dashboard

GridMate's **Adoption Dashboard** is a feature-rich tool that evaluates user engagement and behavior within GridMate components by recording and displaying interactions. This dashboard improves interaction monitoring across different components. The interaction tracking framework can be used for custom and managed component from the app builder or from the code.

Out of the box, a production ready dashboard is provided to analyze interactions by component type, by actions...The dashboard can be cloned to address any gap.

### User Interaction Setup

To effectively utilize the Adoption Dashboard from the GM - Admin Cockpit page, assign the **GridMate Cockpit User** Permission Set to the desired user(s).

<figure><img src="https://4046919449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEsSbGy_U_OhthKUpxu%2Fuploads%2F3QHUujh9t9aNX0KqrFJ3%2FScreenshot%202023-11-08%20at%2010.58.12.png?alt=media&amp;token=bc22d0ee-3edf-4053-9fa3-b1ac4655264b" alt=""><figcaption><p><strong>interaction telemetry</strong></p></figcaption></figure>

Enable **Interaction Telemetry** in the Telemetry Settings at the org level or per user/profile. With this flexibility admin can track a subset of users during a rollout period.

<figure><img src="https://4046919449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEsSbGy_U_OhthKUpxu%2Fuploads%2FwUsTgF6xRQ4o98Bnmgf4%2FScreenshot%202024-04-16%20at%2010.09.45%201.png?alt=media&amp;token=64c7462a-cdaa-4cfb-b9cb-80460359739d" alt=""><figcaption><p><strong>interaction telemetry</strong></p></figcaption></figure>

### **Interaction Monitor Setup**

In addition to **Interaction Telemetry** activation, the admins have to configure the **GM - Interaction** **Monitor** Utility bar. Using the Utility Bar gives the flexibility to track only a specific lightning app. Below are the steps to configure it:

{% stepper %}
{% step %}

### Open the App Manager

Go to Setup and on the quick find box search for **App Manager**
{% endstep %}

{% step %}

### Edit the lightning app

Select the lightning app to which you want to add the **GM - Interaction Monitor**, then click **Edit**.
{% endstep %}

{% step %}

### Add the utility item

Click on **Utility Items**, and search for **GM - Interaction Monitor**
{% endstep %}

{% step %}

### Configure the utility bar

Select **GM - Interaction Monitor** and configure the Utility Bar as below:
{% endstep %}
{% endstepper %}

| Property            | Demo value      | Notes                                                                                                  |
| ------------------- | --------------- | ------------------------------------------------------------------------------------------------------ |
| Label               | **(‎‎‎‎‎‎‎‎ㅤ)** | The label is set to non empty invisible character. Just copy paste the text between 👉 **(‎‎‎‎‎‎‎‎ㅤ)** |
| Icon                | **No icon**     |                                                                                                        |
| Panel Width         | **1**           |                                                                                                        |
| Panel Height        | **1**           |                                                                                                        |
| Start automatically | **Checked**     |                                                                                                        |

<figure><img src="https://4046919449-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MEsSbGy_U_OhthKUpxu%2Fuploads%2FiIK3d07UYm25gt7gRIGo%2FScreenshot%202024-04-16%20at%2010.44.13.png?alt=media&amp;token=20638912-4e3d-4b5d-987b-a90a1e620c12" alt=""><figcaption><p><strong>GM - Interaction Monitor</strong></p></figcaption></figure>

{% embed url="<https://youtu.be/vteIyXAQ25A>" %}
Adoption Dashboard
{% endembed %}

## Next steps

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>User Grid</strong></td><td>Create and configure your own grids from the Config Wiz.</td><td><a href="/product-tour/grids/user-grid.md">User Grid</a></td></tr><tr><td><strong>User Grid - Deployment Process</strong></td><td>Move User Grids between orgs with the Admin Cockpit or the SF CLI Plugin.</td><td><a href="/advanced-guides/user-grid/user-grid-deployment-process.md">User Grid - Deployment Process</a></td></tr><tr><td><strong>Grid - Config Checker</strong></td><td>Check smart grid and Kanban Grid configurations for missing or incorrect settings.</td><td><a href="/advanced-guides/grid-setup/grid-config-checker.md">Grid - Config Checker</a></td></tr></tbody></table>


---

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