Administrative Permissions

Settings > Administration > Roles > {role}

Administrative Permissions Grant Access to administrative levels of the platform, and allow users with these rights to Customize selected aspects of the platform.

Selecting the check box next to a resource listed in this section allows users with this role to have permission to manage that resource or information

Users in Roles with Administrative Permission rights should have the following skills:

Familiarity with the platform and business processes
Good understanding of the Application Design Guide

Learn more:

Role Based Access Permissions

Note: Only those with User Management permissions can create new users, roles, and teams, and perform functions associated with these permissions.

User and Ownership Controls

Access Control/User Management

Change Ownership of my Team’s Records

Change Ownership of Self Owned 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 Views and Reports

CRM Features