LongJump Support Wiki

Difference between revisions of "Administrative Permissions"

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:*Excellent understanding of the area(s) they will be modifying}}
:*Excellent understanding of the area(s) they will be modifying}}


'''User Permissions'''
:'''Platform Operations'''
:: [[Manage Personal Setup]]
:: [[Create/Delete Views/Reports/Homepages]]


:'''Record Ownership'''
:'''User and Ownership Controls'''
:: [[User Management permission|User Management]] - Create and manage users and teams
:: [[Access Control permission|Access Control]] - Create and manage roles
::: '''Was:''' [[Access Control/User Management]]
:: [[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]]


:'''CRM Operations'''
:'''Reporting Controls'''
:: [[Lead and Case Assignment Policies]]
:: [[Create/Delete Views/Reports/Homepages]]  
:: [[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 Permissions'''
:'''Reporting'''
:: [[Export Views and Reports]]  
:: [[Export Views and Reports]]  
:: [[Make Views/Reports Visible to Others]]  
:: [[Make Views/Reports Visible to Others]]  
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:: [[Print Views and Reports]]
:: [[Print Views and Reports]]


:'''Data Management'''  
:'''CRM Features'''
:: '''Case Assignment''' - Ability to assign cases to others
:: [[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]]  
:: [[Manage Audit Log]]  
:: [[Manage Audit Log]]  
:: [[Manage Recycle Bin]]
:: [[Manage Recycle Bin permission|Manage Recycle Bin]]
:: [[Manage Tags]]
:: [[Manage Tags]]


'''Design and Development Permissions'''
:'''Application Controls'''
:'''Design'''
:: [[Customize Objects permission|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 permission|Manage Translation Workbench]]


:'''Development'''
:'''Develop 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)


'''System Administration Permissions'''
:'''Account Controls'''
:'''System'''
:: [[Access Control/User Management]] - Create and manage users, roles, and teams
{{#if:{{PlatformAdminInfo}}|
{{#if:{{PlatformAdminInfo}}|
:: [[Manage Tenants and Company Capabilities]]
:: [[Manage Tenants and Company Capabilities]]
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:: [[Manage Company Capabilities]]
:: [[Manage Company Capabilities]]
}}
}}
:'''Support'''
:: [[Proxy Login Access]]   
:: [[Proxy Login Access]]   
:: [[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
:: [[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
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:: [[Support Cases Permission|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)
<!--- ================================================================
      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]]
'''Data Management Controls'''
::[[Access Mass Data Operations]]
::[[Import and Export Data]]
::[[Manage Audit Log]]
::[[Manage Recycle Bin]]
::[[Manage Tags]]
'''Application Controls''' 
::[[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 Company Capabilities]]}}
::[[Proxy Login Access]] 
::[[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
::[[Customer Support Login Permission|Customer Support Login]]  }}
::[[Support Cases]] - View and modify support cases filed by others
::[[Administer Versioning]] (Only appears if versioning is enabled)
::[[Activities Permission|Activities]] - Work with Tasks and Appointments attached to platform records
-->

Revision as of 23:45, 31 May 2013

Settings > Administration > Access Profiles

Administrative Permissions 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.

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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 - Create and manage roles
Was: Access Control/User Management
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
Case Assignment - Ability to assign cases to others
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
Develop 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)
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