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 | |||
'''User | |||
:: [[ | |||
:: [[ | |||
:: [[Change Ownership of my Team’s Records]] | :: [[Change Ownership of my Team’s Records]] | ||
:: [[Change Ownership of Self Owned Records]] | :: [[Change Ownership of Self Owned Records]] | ||
:: [[Manage Personal Setup]] | |||
:''' | :'''Reporting Controls''' | ||
:: [[ | :: [[Create/Delete Views/Reports/Homepages]] | ||
:: [[Export Views and Reports]] | :: [[Export Views and Reports]] | ||
:: [[Make Views/Reports Visible to Others]] | :: [[Make Views/Reports Visible to Others]] | ||
:: [[Manage Global Views/Reports]] | :: [[Manage Global Views/Reports]] | ||
:: [[Print Views and Reports]] | :: [[Print using Views and Reports]] | ||
:'''Data Management''' | :'''CRM Features''' | ||
:: [[Lead and Case Assignment Policies]] | |||
:: [[Notes and Attachments Permission|Notes and Attachments]] | |||
:'''Data Management Controls''' | |||
:: [[Access Mass Data Operations]] | :: [[Access Mass Data Operations]] | ||
:: [[Import and Export Data]] | :: [[Import and Export Data]] | ||
| Line 43: | Line 33: | ||
:: [[Manage Tags]] | :: [[Manage Tags]] | ||
:'''Application Controls''' | |||
:''' | :: [[Customize Objects permission|Customize Objects]] | ||
:: [[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''' | :'''Development Controls''' | ||
:: [[Use Development Features]] - Work with classes, pages, sites, and other development features | :: [[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''' | |||
:''' | |||
{{#if:{{PlatformAdminInfo}}| | {{#if:{{PlatformAdminInfo}}| | ||
:: [[Manage Tenants and Company Capabilities]] | :: [[Manage Tenants and Company Capabilities]] | ||
| Line 63: | Line 50: | ||
:: [[Manage Company Capabilities]] | :: [[Manage Company Capabilities]] | ||
}} | }} | ||
:: [[Proxy Login Access]] | :: [[Proxy Login Access]] | ||
:: [[Proxy Login Configuration]] {{#if:{{PlatformAdminInfo}}| | :: [[Proxy Login Configuration]] {{#if:{{PlatformAdminInfo}}| | ||
:: [[Customer Support Login Permission|Customer Support Login]] }} | :: [[Customer Support Login Permission|Customer Support Login]] }} | ||
:: [[Support Cases]] - View and modify support cases filed by others | :: [[Support Cases Permission|Support Cases]] - View and modify support cases filed by others | ||
:: [[Administer Versioning]] (Only appears if versioning is enabled) | :: [[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)