Difference between revisions of "Administrative Permissions"

Latest revision as of 06:02, 26 October 2016

> Administration > Access Management > Access Profiles

Administrative Permissions are assigned in an Access Profile. They allow a user to customize selected aspects of the platform. (Data Access Permissions, in contrast, determine what objects, records, and fields a user can see by virtue of their role and team memberships.)

Tip: Users given Administrative Permissions should have the following skills:

Familiarity with the platform and your organization's business processes
Good understanding of the Application Design Guide
Excellent understanding of the area(s) they will be modifying

User and Ownership Controls

User Management - Create and manage users and teams

Access Control - Manage roles and password policies

Change Ownership of my Team's 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 using Views and Reports

Data Management Controls

Access Mass Data Operations

Import and Export Data

Manage Audit Log

Manage Recycle Bin

Application Controls

Customize Objects

Manage Applications - Add/Update/Delete platform applications

Manage Packages

Manage Translation Workbench

Development Controls

Use Development Features - Work with classes, pages, sites, and other development features

Manage Debug Log

Manage Sandboxes (Only appears if sandboxes are enabled)

Account Controls

Manage Tenants and Company Capabilities

Proxy Login Access

Proxy Login Configuration

Customer Support Login

Support Cases - View and modify support cases filed by others

@@ Line 1: / Line 1: @@
-<noinclude>'''Settings > Administration > Access Profile'''
+<noinclude>'''[[File:GearIcon.png]] > Administration > Access Management > Access Profiles'''
 </noinclude>
-Administrative Permissions allow users to customize selected aspects of the platform.
+''Administrative Permissions'' are assigned in an [[Access Profile]]. They allow a user to customize selected aspects of the platform. ([[Data Access Permissions]], in contrast, determine what objects, records, and fields a user can see by virtue of their role and team memberships.)
-Users given Administrative Permissions should have the following skills:
+{{Tip| Users given Administrative Permissions should have the following skills:
-:*Familiarity with the platform and business processes
+:*Familiarity with the platform and your organization's business processes
 :*Good understanding of the [[Application Design Guide]]
-:*Excellent understanding of the area(s) they will be modifying
+:*Excellent understanding of the area(s) they will be modifying}}
-''Learn more:''
+:'''User and Ownership Controls'''
-:* [[Role Based Access Permissions]]''
+:: [[User Management permission|User Management]] - Create and manage users and teams
-{{ #if: {{TrainingLink}} |:* {{Platform Training}} }}
+:: [[Access Control permission|Access Control]]  - Manage roles and password policies
+:: [[Change Ownership of my Team’s Records permission|Change Ownership of my Team's Records]]
+:: [[Manage Personal Setup permission|Manage Personal Setup]]
-{{Note|Only those with User Management permissions can create new users, roles, and teams, and perform functions associated with these permissions.}}
+:'''Reporting Controls'''
+:: [[Create/Delete Views/Reports/Homepages]]
+:: [[Export Views and Reports]]
+:: [[Make Views/Reports Visible to Others]]
+:: [[Manage Global Views/Reports]]
+:: [[Print using Views and Reports]]
-'''User and Ownership Controls '''<br>
+:'''Data Management Controls'''
-::[[Access Control/User Management]] - create and manage users, roles, and user groups (teams)<br>
+:: [[Access Mass Data Operations]]
-::[[Change Ownership of my Team’s Records]] <br>
+:: [[Import and Export Data]]
-::[[Change Ownership of Self Owned Records]] <br>
+:: [[Manage Audit Log]]
-::[[Manage Personal Setup]]
+:: [[Manage Recycle Bin permission|Manage Recycle Bin]]
-'''Reporting Controls''' <br>
+:'''Application Controls'''
-::[[Create/Delete Views/Reports/Homepages]]<br>
+:: [[Customize Objects permission|Customize Objects]]
-::[[Export Views and Reports]]<br>
+:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
-::[[Make Views/Reports Visible to Others]]<br>
+:: [[Manage Packages]]
-::[[Manage Global Views/Reports]]<br>
+:: [[Manage Translation Workbench permission|Manage Translation Workbench]]
-::[[Print Views and Reports]]
-'''CRM Features''' <br>
+:'''Development Controls'''
-::[[Lead and Case Assignment Policies]] <br>
+:: [[Use Development Features]] - Work with classes, pages, sites, and other development features
-::[[Override Product Pricing permission|Override Product Pricing]]
+:: [[Manage Debug Log permission|Manage Debug Log]]
-<!--Manage Self Service Portal -- Deprecated. Available in legacy accounts only-->
+:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)
-::[[Manage Product and Price Book]]
-::[[Notes and Attachments]]
-'''Data Management Controls''' <br>
+:'''Account Controls'''
-::[[Access Mass Data Operations]] <br>
+{{#if:{{PlatformAdminInfo}}|
-::[[Import and Export Data]]<br>
+:: [[Manage Tenants and Company Capabilities]]
-::[[Manage Audit Log]] <br>
-::[[Manage Recycle Bin]] <br>
-::[[Manage Tags]]
-'''Application Controls''' <br>
-::[[Customize Objects]] <br>
-::[[Manage Applications permission|Manage Applications]] <br>
-::[[Manage Packages]] <br>
-::[[Manage Translation Workbench]]
-'''Develop Controls''' <br>
-::[[Manage Develop Features]] <br>
-::[[Manage Debug Log permission|Manage Debug Log]] <br>
-::[[Manage Sandboxes]] (Only appears if sandboxes are enabled) <br>
-'''Account Controls''' <br>
-{{#if:{{ShowIsvInfo}}|
-::[[Manage Tenants and Company Capabilities]] ==> [[Manage Company Capabilities]]<br>
 |
-::[[Manage Company Capabilities]] <br>
+:: [[Manage Company Capabilities]]
 }}
-::[[Proxy Login Access]] <br>
+:: [[Proxy Login Access]]
-::[[Proxy Login Configuration]] <br>
+:: [[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
-::[[Customer Support Login Permission|Customer Support Login]]  ==> [[Support Cases]]
+:: [[Customer Support Login Permission|Customer Support Login]]  }}
-::[[Administer Versioning]] (Only appears if versioning is enabled)
+:: [[Support Cases Permission|Support Cases]] - View and modify support cases filed by others
-::[[Activities|Activities (Tasks and Appointments)]]

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Difference between revisions of "Administrative Permissions"

Latest revision as of 06:02, 26 October 2016