Difference between revisions of "Administrative Permissions"
From AgileApps Support Wiki
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{{ #if: {{TrainingLink}} |:* {{Platform Training}} }} | {{ #if: {{TrainingLink}} |:* {{Platform Training}} }} | ||
'''User and Ownership Controls ''' | '''User and Ownership Controls ''' | ||
::[[Access Control/User Management]] - create and manage users, roles, and user groups (teams) | ::[[Access Control/User Management]] - create and manage users, roles, and user groups (teams) | ||
::[[Change Ownership of my Team’s Records]] | ::[[Change Ownership of my Team’s Records]] | ||
::[[Change Ownership of Self Owned Records]] | ::[[Change Ownership of Self Owned Records]] | ||
::[[Manage Personal Setup]] | ::[[Manage Personal Setup]] | ||
'''Reporting Controls''' | '''Reporting Controls''' | ||
::[[Create/Delete Views/Reports/Homepages]] | ::[[Create/Delete Views/Reports/Homepages]] | ||
::[[Export Views and Reports]] | ::[[Export Views and Reports]] | ||
::[[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 Views and Reports]] | ||
'''CRM Features''' <br> | '''CRM Features''' <br> | ||
::[[Lead and Case Assignment Policies]] | ::[[Lead and Case Assignment Policies]] | ||
::[[Override Product Pricing permission|Override Product Pricing]] | ::[[Override Product Pricing permission|Override Product Pricing]] | ||
<!--Manage Self Service Portal -- Deprecated. Available in legacy accounts only--> | <!--Manage Self Service Portal -- Deprecated. Available in legacy accounts only--> | ||
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::[[Notes and Attachments]] | ::[[Notes and Attachments]] | ||
'''Data Management Controls''' | '''Data Management Controls''' | ||
::[[Access Mass Data Operations]] | ::[[Access Mass Data Operations]] | ||
::[[Import and Export Data]] | ::[[Import and Export Data]] | ||
::[[Manage Audit Log]] | ::[[Manage Audit Log]] | ||
::[[Manage Recycle Bin]] | ::[[Manage Recycle Bin]] | ||
::[[Manage Tags]] | ::[[Manage Tags]] | ||
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'''Account Controls''' | '''Account Controls''' | ||
{{#if:{{PlatformAdminInfo}}| | {{#if:{{PlatformAdminInfo}}| | ||
::[[Manage Tenants and Company Capabilities]] | ::[[Manage Tenants and Company Capabilities]] | ||
| | | | ||
::[[Manage Company Capabilities]] | ::[[Manage Company Capabilities]] | ||
}} | }} | ||
::[[Proxy Login Access]] | ::[[Proxy Login Access]] | ||
::[[Proxy Login Configuration]] | ::[[Proxy Login Configuration]] | ||
::[[Customer Support Login Permission|Customer Support Login]] | {{#if:{{PlatformAdminInfo}}| | ||
::[[Customer Support Login Permission|Customer Support Login]] | |||
}} | |||
::[[Support Cases]] | |||
::[[Administer Versioning]] (Only appears if versioning is enabled) | ::[[Administer Versioning]] (Only appears if versioning is enabled) | ||
::[[Activities|Activities (Tasks and Appointments)]] | ::[[Activities|Activities (Tasks and Appointments)]] | ||
Revision as of 18:56, 6 June 2012
Settings > Administration > Access Profile
Administrative Permissions allow a user to customize selected aspects of the platform.
Users given Administrative Permissions should have the following skills:
- Familiarity with the platform and business processes
- Good understanding of the Application Design Guide
- Excellent understanding of the area(s) they will be modifying
Learn more:
User and Ownership Controls
- Access Control/User Management - create and manage users, roles, and user groups (teams)
- Change Ownership of my Team’s Records
- Change Ownership of Self Owned Records
- Manage Personal Setup
Reporting Controls
CRM Features
Data Management Controls
Application Controls
Develop Controls
- Manage Develop 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
- Administer Versioning (Only appears if versioning is enabled)
- Activities (Tasks and Appointments)