AgileApps Support Wiki Pre Release

Difference between revisions of "Administrative Permissions"

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'''CRM Features''' <br>  
'''CRM Features''' <br>  
::[[Lead and Case Assignment Policies]] <br>
::[[Lead and Case Assignment Policies]] <br>
::[[Override Product Pricing permission|Override Product Pricing]]
::[[Manage Product and Price Book]] <br>  
::[[Manage Product and Price Book]] <br>  
::[[Override Product Pricing permission|Override Product Pricing]]
::[[Manage Self Service Portal]] (Deprecated. Legacy accounts only)


'''Data Management Controls''' <br>  
'''Data Management Controls''' <br>  

Revision as of 22:55, 29 July 2011

Settings > Administration > Roles > {role}

Administrative Permissions Grant Access to administrative levels of the platform, and allow users with these rights to Customize selected aspects of the platform.

Selecting the check box next to a resource listed in this section allows users with this role to have permission to manage that resource or information

Users in Roles with Administrative Permission rights should have the following skills:

Learn more:


Notepad.png

Note: Only those with User Management permissions can create new users, roles, and teams, and perform functions associated with these permissions.

User and Ownership Controls

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

Lead and Case Assignment Policies
Override Product Pricing
Manage Product and Price Book
Manage Self Service Portal (Deprecated. Legacy accounts only)

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
Manage Packages
Manage Develop Features
Manage Debug Log
Manage Translation Workbench

Account Controls

Manage Tenants and Company Capabilities
Proxy Login Access
Proxy Login Configuration
Customer Support Login
Administer Versioning (if versioning is enabled in Company Information)