Difference between revisions of "Role Permissions"

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imported>Aeric
m (Text replace - 'Settings > Administration > Roles' to 'Designer > Roles')
imported>Aeric
Line 7: Line 7:
#Click '''Designer > Roles > {role}'''
#Click '''Designer > Roles > {role}'''
#Click the '''[Edit]''' button
#Click the '''[Edit]''' button
#Click the '''Globally Manage Permissions''' tab
#Set the permissions as needed
#Click the '''No''' radio button for each permission you want to specify individually
#Click the '''Individually Manage Permissions''' tab and set the permissions as needed
 
====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====
====Record Access Permissions====
Specify record create and delete permissions for selected objects.
Specify record create and delete permissions for selected objects.


====Web Tab Access Permissions====
====Access Permission to Records Owned by Others Within the Team====
Specify view permissions for selected Web Tabs.
Specify update, delete, and view permissions for selected objects. (The permissions apply to records owned by a different member of the team.)
 
===Administrative Permissions===
{{:Administrative Permissions}}

Revision as of 21:33, 20 June 2012

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 Designer > Roles > {role}
  2. Click the [Edit] button
  3. Set the permissions as needed

Record Access Permissions

Specify record create and delete permissions for selected objects.

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.)