Difference between revisions of "Available Permissions"
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{{Note|Before changing permission | {{Note|Before changing permission in a role, see these articles for information about how roles affect data access in the platform. | ||
:*[[Roles]] | :*[[Roles]] | ||
:*[[ | :*[[Data Access Permissions]] }} | ||
'''To edit | '''To edit permissions:''' | ||
#Click '''Designer > Roles > {role}''' | #Click '''Designer > Roles > {role}''' | ||
#Click the '''[Edit]''' button | #Click the '''[Edit]''' button | ||
# | #Specify the settings for this role | ||
====Record Access Permissions==== | ====Record Access Permissions==== | ||
Specify record create and delete permissions for selected objects. | Specify record create and delete permissions for selected objects. | ||
====Access | ====Access to Records Owned by Others Within the Team==== | ||
{{:Access to Records Owned by Others Within the Team}} | |||
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:
- Click Designer > Roles > {role}
- Click the [Edit] button
- Specify the settings for this role
Record Access Permissions
Specify record create and delete permissions for selected objects.
Access to Records Owned by Others Within the Team
Specify update, delete, and view permissions for selected objects. (These permissions apply to records owned by a different member of the team.)
- Considerations
- This permission is specified as part of the Role Settings
- The default permissions are set as follows for the Default Roles:
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.
- Learn more: Assign Task Owner