Difference between revisions of "Available Permissions"

Latest revision as of 21:02, 16 October 2012

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

To edit permissions:

Specify record create and delete permissions for selected objects.

Specify update, delete, and view permissions for selected objects. (These permissions apply to records owned by a different member of the team.)

Role	Update	Delete	View
Manager	Yes	Yes	Yes

For Activities (Tasks and Appointments), users with this permission can also reassign Tasks to a new owner.

@@ Line 1: / Line 1: @@
-:'''Note:''' ''Before changing permission rights in a role, see these articles for information about how roles affect data access in the platform''
+{{Note|Before changing permission in a role, see these articles for information about how roles affect data access in the platform.
+:*[[Roles]]
+:*[[Data Access Permissions]] }}
-::*[[Roles]]
+'''To edit permissions:'''
-::*[[Role Based Access Permissions]]
+#Click '''Designer > Roles > {role}'''
-To edit individual permissions:
-#Click '''Settings > Administration > Roles > {role}'''
 #Click the '''[Edit]''' button
-#Click the '''Globally Manage Permissions''' tab
+#Specify the settings for this role
-#Click the '''No''' radio button for each permission you want to specify individually
-#Click the '''Individually Manage Permissions''' tab and set the permissions as needed
-====Access Permission to Records Owned by Others Within the Team====
-Specify update, delete, and view permissions for selected objects. (The permissions apply to records owned by a different member of the team.)
 ====Record Access Permissions====
 Specify record create and delete permissions for selected objects.
-====Web Tab Access Permissions====
+====Access to Records Owned by Others Within the Team====
-Specify view permissions for selected Web Tabs.
+{{:Access to Records Owned by Others Within the Team}}
-===Administrative Permissions===
-{{:Administrative Permissions}}