Difference between revisions of "Administrative Permissions"

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<noinclude>'''[[File:GearIcon.png]] > Administration > Access Management > Access Profile'''
<noinclude>'''[[File:GearIcon.png]] > Administration > Access Management > Access Profiles'''
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''Administrative Permissions'' 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.
''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:
{{Tip| Users given Administrative Permissions should have the following skills:
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:*Excellent understanding of the area(s) they will be modifying}}
:*Excellent understanding of the area(s) they will be modifying}}


'''User and Ownership Controls'''
:'''User and Ownership Controls'''
:: [[Access Control/User Management]] - Create and manage users, roles, and teams
:: [[User Management permission|User Management]] - Create and manage users and teams
:: [[User Management permission|User Management]] - Create and manage users and teams
:: [[Access Control permission|Access Control]] - Create and manage roles
:: [[Access Control permission|Access Control]] - Manage roles and password policies
:: [[Change Ownership of my Team’s Records]] 
:: [[Change Ownership of my Team’s Records permission|Change Ownership of my Team's Records]]   
:: [[Change Ownership of Self Owned Records]]   
:: [[Manage Personal Setup permission|Manage Personal Setup]]
:: [[Manage Personal Setup]]


:'''Reporting Controls'''
:'''Reporting Controls'''
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:: [[Make Views/Reports Visible to Others]]  
:: [[Make Views/Reports Visible to Others]]  
:: [[Manage Global Views/Reports]]  
:: [[Manage Global Views/Reports]]  
:: [[Print Views and Reports]]
:: [[Print using Views and Reports]]
 
:'''CRM Features'''
:: [[Lead and Case Assignment Policies]]
:: [[Notes and Attachments Permission|Notes and Attachments]]


:'''Data Management Controls'''  
:'''Data Management Controls'''  
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:: [[Manage Audit Log]]  
:: [[Manage Audit Log]]  
:: [[Manage Recycle Bin permission|Manage Recycle Bin]]
:: [[Manage Recycle Bin permission|Manage Recycle Bin]]
:: [[Manage Tags]]


'''Application Controls'''
:'''Application Controls'''
:: [[Customize Objects permission|Customize Objects]]  
:: [[Customize Objects permission|Customize Objects]]  
:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
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:: [[Manage Translation Workbench permission|Manage Translation Workbench]]
:: [[Manage Translation Workbench permission|Manage Translation Workbench]]


:'''Develop Controls'''
:'''Development Controls'''
:: [[Manage Develop Features permission|Manage Develop Features]] - Work with classes, pages, sites, and other development features
:: [[Use Development Features]] - Work with classes, pages, sites, and other development features
:::  ^--[[Use Development Features]]
:: [[Manage Debug Log permission|Manage Debug Log]]
:: [[Manage Debug Log permission|Manage Debug Log]]
:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)
:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)


'''Account Controls'''
:'''Account Controls'''
{{#if:{{PlatformAdminInfo}}|
{{#if:{{PlatformAdminInfo}}|
:: [[Manage Tenants and Company Capabilities]]
:: [[Manage Tenants and Company Capabilities]]
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:: [[Customer Support Login Permission|Customer Support Login]]  }}
:: [[Customer Support Login Permission|Customer Support Login]]  }}
:: [[Support Cases Permission|Support Cases]] - View and modify support cases filed by others
:: [[Support Cases Permission|Support Cases]] - View and modify support cases filed by others
:: [[Administer Versioning]] (Only appears if versioning is enabled)
'''Activities (Tasks and Appointments)'''
:: '''Create''' - Grants the ability to create activities and add them to records in objects ''other'' than the [[Cases Object]]
:: '''Other Team Member Records''' - Grants specified abilities to view, update, and/or delete records owned by other members of one's team..

Latest revision as of 06:02, 26 October 2016

GearIcon.png > 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.)

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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