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Difference between revisions of "Role Permissions"

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:'''Note:''' ''Before changing permission rights in a role, see these articles for information about how roles affect data access in the platform''
These are the permissions that can be specified for a role:


::*[[Roles]]
:'''Record Access Permissions'''<br>
::*[[Role Based 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.)


To edit individual permissions:
:'''Access to Records Owned by Others Within the Team'''<br>
#Click '''Settings > Administration > Roles > {role}'''
:{{:Access to Records Owned by Others Within the Team}}
#Click the [Edit] button
#Click the '''Globally Manage Permissions''' tab
#Click the Yes radio button for each permission you want to specify individually
#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.
 
===Record Access Permissions===
Define permission rights to Create or Delete Records in Objects.
 
===Web Tabs===
Define permission rights to View Web Tabs.
 
===Administrative Permissions===
{{:Administrative Permissions}}

Latest revision as of 23:04, 8 September 2015

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.)
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