Available Permission Rights

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Available Permission Rights
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Note: Before changing permission rights in a role, see these articles for information about how roles affect data access in the platform

To edit individual permissions:

  1. Click Settings > Administration > Roles > {role}
  2. Click the [Edit] button
  3. Click the Globally Manage Permissions tab
  4. Click the No radio button for each permission you want to specify individually
  5. Click the Individually Manage Permissions tab and set the permissions as needed

Contents

Access Permission to Records Owned by Others Within the Team

Specify update, delete, and view permissions for selected objects. (The permissions apply to records owned by a different member of the team.)

Record Access Permissions

Specify record create and delete permissions for selected objects.

Web Tab Access Permissions

Specify view permissions for selected Web Tabs.

Administrative Permissions

Administrative Permissions Grant Access to administrative levels of the platform, and allow users with these rights to Customize selected aspects of the platform.

Selecting the check box next to a resource listed in this section allows users with this role to have permission to manage that resource or information

Users in Roles with Administrative Permission rights should have the following skills:

Learn more:

File:notepad.png

Note: Only those with User Management permissions can create new users, roles, and teams, and perform functions associated with these permissions.

User and Ownership Controls

Access Control/User Management
Change Ownership of my Team’s Records
Change Ownership of Self Owned Records
Manage Personal Setup

Reporting Controls

Create/Delete Views/Reports/Homepages
Export Views and Reports
Make Views/Reports Visible to Others
Manage Global Views/Reports
Print Views and Reports

CRM Features

Lead and Case Assignment Policies
Override Product Pricing
Manage Product and Price Book

Data Management Controls

Access Mass Data Operations
Import and Export Data
Manage Audit Log
Manage Recycle Bin
Manage Tags

Application Controls

Customize Objects
Manage Applications
Manage Packages
Manage Translation Workbench

Develop Controls

Manage Develop Features
Manage Debug Log
Manage Sandboxes

Account Controls

Manage Tenants and Company Capabilities
Proxy Login Access
Proxy Login Configuration
Customer Support Login
Administer Versioning (if versioning is enabled in Company Information)
Personal tools
Categories