Difference between revisions of "Administrative Permissions"

Latest revision as of 18:14, 4 June 2013

Settings > Administration > Access Profiles

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.)

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

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 using Views and Reports

CRM Features

Lead and Case Assignment Policies

Notes and Attachments

Data Management Controls

Access Mass Data Operations

Import and Export Data

Manage Audit Log

Manage Recycle Bin

Manage Tags

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 Company Capabilities

Proxy Login Access

Proxy Login Configuration

Support Cases - View and modify support cases filed by others

Administer Versioning (Only appears if versioning is enabled)

@@ Line 1: / Line 1: @@
-<noinclude>'''Settings > Administration > Access Profile'''
+<noinclude>'''Settings > Administration > Access Profiles'''
 </noinclude>
-Administrative Permissions allow a user to customize selected aspects of the platform.
+''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.)
-Users given Administrative Permissions should have the following skills:
+{{Tip| Users given Administrative Permissions should have the following skills:
-:*Familiarity with the platform and business processes
+:*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
+:*Excellent understanding of the area(s) they will be modifying}}
-''Learn more:''
+:'''User and Ownership Controls'''
-:* [[Access Profiles]]
+:: [[User Management permission|User Management]] - Create and manage users and teams
-:* [[Role Based Access Permissions]]''
+:: [[Access Control permission|Access Control]] - Manage roles and password policies
-{{ #if: {{TrainingLink}} |:* {{Platform Training}} }}
+:: [[Change Ownership of my Team’s Records]]
+:: [[Change Ownership of Self Owned Records]]
+:: [[Manage Personal Setup]]
-'''User Permissions'''
+:'''Reporting Controls'''
-:'''Platform Operations'''
+:: [[Create/Delete Views/Reports/Homepages]]
-:: Manage Personal Setup
+:: [[Export Views and Reports]]
-:: Create/Delete Views/Reports/Homepages
+:: [[Make Views/Reports Visible to Others]]
-:: Tasks and Appointments (renamed. was "Activities")
+:: [[Manage Global Views/Reports]]
+:: [[Print using Views and Reports]]
-:'''Record Ownership'''
+:'''CRM Features'''
-:: Change Ownership of my Team’s Records
+:: [[Lead and Case Assignment Policies]]
-:: Change Ownership of Self Owned Records
+:: [[Notes and Attachments Permission|Notes and Attachments]]
-:'''CRM Operations'''
+:'''Data Management Controls'''
-:: Lead and Case Assignment Policies
+:: [[Access Mass Data Operations]]
-:: Override Product Pricing
+:: [[Import and Export Data]]
-:: Manage Product and Price Book
+:: [[Manage Audit Log]]
-:: Notes and Attachments
+:: [[Manage Recycle Bin]]
+:: [[Manage Tags]]
-'''Data Management Permissions'''
+:'''Application Controls'''
-:'''Reporting'''
+:: [[Customize Objects permission|Customize Objects]]
-:: Export views and reports
+:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
-:: Make views/reports visible to others
+:: [[Manage Packages]]
-:: Manage Global Views/Reports
+:: [[Manage Translation Workbench]]
-:: Print Views and Reports
-:'''Data Management'''
+:'''Development Controls'''
-:: Access Mass Data Operations
+:: [[Use Development Features]] - Work with classes, pages, sites, and other development features
-:: Import and Export Data
+:: [[Manage Debug Log permission|Manage Debug Log]]
-:: Manage Audit Log
+:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)
-:: Manage Recycle Bin
-:: Manage Tags
-'''Design and Development Permissions'''
+:'''Account Controls'''
-:'''Design'''
-:: Customize Objects
-:: Manage Applications
-:: Manage Packages
-:: Manage Translation Workbench
-:'''Development'''
-:: Manage Develop Features ...NEW: Use Development Features
-:: Manage Debug Log
-:: Manage Sandboxes
-'''System Administration Permissions'''
-:'''System'''
-:: Access Control/User Management
-::  Manage Company Capabilities
-:'''Support'''
-:: Proxy Login Access
-:: Proxy Login Configuration
-:: Support Cases (view/modify cases filed by others)
-:: Administer Versioning
-<!--- ================================================================
-       ORIGINAL VERSION OF THE PAGE (Keep until new organization is confirmed)
-'''User and Ownership Controls '''
-::[[Access Control/User Management]] - Create and manage users, roles, and teams
-::[[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''' <br>
-::[[Lead and Case Assignment Policies]]
-::[[Override Product Pricing permission|Override Product Pricing]]
-    Manage Self Service Portal -- Deprecated. Available in legacy accounts only
-::[[Manage Product and Price Book]]
-::[[Notes and Attachments Permission|Notes and Attachments]]
-'''Data Management Controls'''
-::[[Access Mass Data Operations]]
-::[[Import and Export Data]]
-::[[Manage Audit Log]]
-::[[Manage Recycle Bin]]
-::[[Manage Tags]]
-'''Application Controls'''
-::[[Customize Objects]]
-::[[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
-::[[Manage Packages]]
-::[[Manage Translation Workbench]]
-'''Develop Controls'''
-::[[Manage Develop Features]] - Work with classes, pages, sites, and other development features
-::[[Manage Debug Log permission|Manage Debug Log]]
-::[[Manage Sandboxes]] (Only appears if sandboxes are enabled)
-'''Account Controls'''
 {{#if:{{PlatformAdminInfo}}|
-::[[Manage Tenants and Company Capabilities]]
+:: [[Manage Tenants and Company Capabilities]]
 |
-::[[Manage Company Capabilities]]}}
+:: [[Manage Company Capabilities]]
-::[[Proxy Login Access]]
+}}
-::[[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
+:: [[Proxy Login Access]]
-::[[Customer Support Login Permission|Customer Support Login]]  }}
+:: [[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
-::[[Support Cases]] - View and modify support cases filed by others
+:: [[Customer Support Login Permission|Customer Support Login]]  }}
-::[[Administer Versioning]] (Only appears if versioning is enabled)
+:: [[Support Cases Permission|Support Cases]] - View and modify support cases filed by others
-::[[Activities Permission|Activities]] - Work with Tasks and Appointments attached to platform records
+:: [[Administer Versioning]] (Only appears if versioning is enabled)
--->

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Difference between revisions of "Administrative Permissions"

Latest revision as of 18:14, 4 June 2013