Role Permissions

Note: Before changing permission rights in a role, see these articles for information about how roles affect data access in the platform

• Roles
• Role Based Access Permissions

To edit individual permissions:

1. Click Settings > Administration > Roles > {role}
2. Click the [Edit] button
3. Click the Globally Manage Permissions tab
4. Click the Yes radio button for each permission you want to specify individually
5. Click the Individually Manage Permissions tab and set the permissions as needed

Individual Access Example

The options available in this page are determined by the Role of the User. The images shown here are for example only, and indicate typical access permission controls.

Access Permission to Records Owned by Others Within the Team

Define permission rights to Update, Delete or View Records owned by Team Members.

File:Roles-access-indiv1.gif

Record Access Permissions

Define permission rights to Create or Delete Records in Objects.

File:Roles-access-indiv2.gif

Web Tabs

Define permission rights to View Web Tabs.

File:Roles-access-indiv3.gif

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.)

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