Role Permissions

From AgileApps Support Wiki
Revision as of 00:13, 5 March 2011 by imported>Aeric (Text replace - 'Setup > ' to 'Settings > ')
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Note: Before changing permission rights in a role, see these articles for information about how roles affect data access in the platform

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.

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 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.)

Thumbsup.gif

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