Difference between revisions of "Administrative Permissions"
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<noinclude>'''Settings > Administration > Access | <noinclude>'''Settings > Administration > Access Profiles''' | ||
</noinclude> | </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]] | :*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}} | ||
'' | :'''User and Ownership Controls''' | ||
: | :: [[User Management permission|User Management]] - Create and manage users and teams | ||
: | :: [[Access Control permission|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]] | :: [[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 Permission|Notes and Attachments]] | |||
:'''CRM | |||
::[[Lead and Case Assignment Policies | |||
::[[Notes and Attachments Permission|Notes and Attachments]] | |||
'''Data Management Controls''' | :'''Data Management Controls''' | ||
::[[Access Mass Data Operations]] | :: [[Access Mass Data Operations]] | ||
::[[Import and Export Data]] | :: [[Import and Export Data]] | ||
::[[Manage Audit Log]] | :: [[Manage Audit Log]] | ||
::[[Manage Recycle Bin]] | :: [[Manage Recycle Bin]] | ||
::[[Manage Tags]] | :: [[Manage Tags]] | ||
'''Application Controls''' | :'''Application Controls''' | ||
::[[Customize Objects]] | :: [[Customize Objects permission|Customize Objects]] | ||
::[[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications | :: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications | ||
::[[Manage Packages]] | :: [[Manage Packages]] | ||
::[[Manage Translation Workbench]] | :: [[Manage Translation Workbench]] | ||
''' | :'''Development Controls''' | ||
::[[ | :: [[Use Development Features]] - Work with classes, pages, sites, and other development features | ||
::[[Manage Debug Log permission|Manage Debug Log]] | :: [[Manage Debug Log permission|Manage Debug Log]] | ||
::[[Manage Sandboxes]] (Only appears if sandboxes are enabled) | :: [[Manage Sandboxes]] (Only appears if sandboxes are enabled) | ||
'''Account Controls''' | :'''Account Controls''' | ||
{{#if:{{PlatformAdminInfo}}| | {{#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 | ||
:: [[Administer Versioning]] (Only appears if versioning is enabled) | |||
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
- CRM Features
- Data Management Controls
- 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)