Role Settings

Role Information

Name

The name of the role as it will appear in the platform

Description

Text that describes this role and its settings (permissions)

Role Permissions

These are the permissions that can be specified for a role:

Record Access Permissions

For each object, specify the ability to Create, and Delete records.

If Record Level Visibility is enabled for an object, specify the ability to Control Visibility.

(In general, the ability to access an object implies the ability to view any of the records it contains. However, if Record Level Visibility is enabled, a role can also specify the ability to set visibility criteria for individual records, in order to restrict visibility of that record to a designated audience.)

Access to Records Owned by Others Within the Team

Specify the ability to Update, Delete, and View records contained in a each object.
(These permissions apply to records owned by a different member of the team.)