Access Profiles

Settings > Administration > Access Profiles

An Access Profile specifies a collection of permissions that can be applied to multiple users.

About Access Profiles

Each User is assigned an access profile, which can be shared by other users.

Components of an Access Profile

An Access Profile specifies:

The network locations (IP addresses) from which it is possible to login
Global record-access permissions that apply to all objects in the application

The global record-access permissions are view, create, update, and delete.
They apply to those objects the user is allowed to see, by virtue of their Role in the application.

Administrative permissions

If checked, the user is granted all administrative permissions
If unchecked, a list of administrative permissions is displayed. Permissions can then be individually selected.

Default Access Profiles

The default access profiles are:

Administrator - Provides the permissions needed by the Sys Admin
Regular User - Provides permissions that are more appropriate for normal users

The initial system user is assigned the Administrator profile, making them a Sys Admin. By default, the Sys Admin can change the Administrative Permissions associated with each Access Profile, and can add additional Access Profiles, as needed.

Working with Access Profiles

Users that have the Access Control/User Management permission can modify Access Profiles

Create or Edit an Access Profile

Go to Setup > Administration > Access Profiles
Click [New Profile] or select an existing profile
Fill in the Access Profile Settings below
Click [Save]

Create an Empty Profile for Fine-Grained Record Access Control

The privileges granted in Roles Access Profiles are additive. If either the Access Profile or the Role grants permission to perform some operation on an object, then the user has that permission.

To ensure that users have only those permissions specified in the Role, create a completely empty Access Profile. When a user is assigned that Access Role, then the privileges available to them are completely defined by their Role.

Create a Developer Profile

Application designers and developers will need a profile that lets them do some administrative activities, customize application components, and do advanced coding. Using the Regular User profile as a base, consider adding the following selections for application designers and developers:

Global Permissions - View, Create, Update, and Delete records
Access Control/User Management - To create test users
Create/Delete Views/Reports/Homepages
Make Views/Reports Visible to Others
Manage Global Views/Reports
Print using Views and Reports
Import and Export Data
Customize Objects
Manage Applications
Manage Packages
Manage Translation Workbench
Manage Develop Features
Manage Debug Log

Access Profile Settings

Access Profile Information

Give the Profile a name, and a general description. (You reference the profile by name when assigning it to a user.)

Login IP Address Restrictions

For extra security, enter ranges of IP addresses from which users are allowed to access the platform. If a user attempts to login from a computer on a network outside of the specified range, access to the platform is denied.

Users that have the Access Control permission can specify the range of IP addresses from which user logins are allowed.

To configure an IP address range

Click > Administration > Access Management > Access Profiles
Select the Access Profile of interest, or create a new one
Enter an IP address range in the text area, following these guidelines:
- A maximum of 25 IP address ranges can be specified
- Enter one range per row in the text area
- Add, Modify and Delete the entries, as needed
- Accepted format is xxx.xxx.xxx.xxx - yyy.yyy.yyy.yyy, where:
  - xxx and yyy are numbers in the range 0-255
  - xxx.xxx.xxx.xxx is less than or equal to yyy.yyy.yyy.yyy
- To specify a single IP address, use the same IP address for the start and endpoint of the range: 192.168.1.10 - 192.168.1.10

How it works

When a user attempts to log in, the IP address of the system the request originated from is checked against the configured settings. If the address is in the allowed range, the user can continue the login process. Otherwise, login is denied.
Access violations are recorded in the audit log, identifying both the user and the IP address from which the login attempt originated
Login restrictions apply to all user logins - using a web browser, Email Edition, mobile access, or REST APIs.
The restrictions do not apply to Customer Support logins.

Tasks and Appointments

Create - Ability to create Tasks and Appointments
Others' Records - Ability to View, Update and Delete Tasks and Appointments created by others.

Global Permissions

Specify the operations a user can perform on all objects that an application Role gives them access to:

View Records
Create Records
Update Records
Delete Records

Administrative Permissions

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.)