AgileApps Support Wiki Pre Release

Difference between revisions of "Administrative Permissions"

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:'''Record Ownership'''
:'''Record Ownership'''
:: 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]] 


:'''CRM Operations'''
:'''CRM Operations'''
:: Lead and Case Assignment Policies  
:: [[Lead and Case Assignment Policies]]
:: Override Product Pricing  
:: [[Override Product Pricing permission|Override Product Pricing]]
:: Manage Product and Price Book  
<!--Manage Self Service Portal -- Deprecated. Available in legacy accounts only-->
:: Notes and Attachments  
:: [[Manage Product and Price Book]]
:: [[Notes and Attachments Permission|Notes and Attachments]]


'''Data Management Permissions'''
'''Data Management Permissions'''
:'''Reporting'''  
:'''Reporting'''  
:: 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 Views and Reports]]


:'''Data Management'''  
:'''Data Management'''  
:: 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]]


'''Design and Development Permissions'''
'''Design and Development Permissions'''
:'''Design'''
:'''Design'''
:: Customize Objects
:: [[Customize Objects]]
:: Manage Applications
:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
:: Manage Packages
:: [[Manage Packages]]
:: Manage Translation Workbench
:: [[Manage Translation Workbench]]


:'''Development'''
:'''Development'''
:: Manage Develop Features ...NEW: Use Development Features
:: Manage Develop Features ...NEW: Use Development Features
:: Manage Debug Log
:: [[Manage Develop Features]] - Work with classes, pages, sites, and other development features
:: Manage Sandboxes
:: [[Manage Debug Log permission|Manage Debug Log]]
:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)


'''System Administration Permissions'''
'''System Administration Permissions'''
:'''System'''
:'''System'''
:: Access Control/User Management
:: [[Access Control/User Management]] - Create and manage users, roles, and teams
:: Manage Company Capabilities
{#if:{{PlatformAdminInfo}}|
 
:: [[Manage Tenants and Company Capabilities]]
|
:: [[Manage Company Capabilities]]
}}
:'''Support'''
:'''Support'''
:: Proxy Login Access
:: [[Proxy Login Access]] 
:: Proxy Login Configuration
:: [[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
:: Support Cases (view/modify cases filed by others)
:: [[Customer Support Login Permission|Customer Support Login]]  }}
:: Administer Versioning
:: [[Support Cases]] - View and modify support cases filed by others
:: [[Administer Versioning]] (Only appears if versioning is enabled)


<!--- ================================================================
<!--- ================================================================

Revision as of 00:32, 8 June 2012

Settings > Administration > Access Profile

Administrative Permissions allow a user to customize selected aspects of the platform.

Users given Administrative Permissions should have the following skills:

  • Familiarity with the platform and business processes
  • Good understanding of the Application Design Guide
  • Excellent understanding of the area(s) they will be modifying

Learn more:


User Permissions

Platform Operations
Manage Personal Setup
Create/Delete Views/Reports/Homepages
Record Ownership
Change Ownership of my Team’s Records
Change Ownership of Self Owned Records
CRM Operations
Lead and Case Assignment Policies
Override Product Pricing
Manage Product and Price Book
Notes and Attachments

Data Management Permissions

Reporting
Export Views and Reports
Make Views/Reports Visible to Others
Manage Global Views/Reports
Print Views and Reports
Data Management
Access Mass Data Operations
Import and Export Data
Manage Audit Log
Manage Recycle Bin
Manage Tags

Design and Development Permissions

Design
Customize Objects
Manage Applications - Add/Update/Delete platform applications
Manage Packages
Manage Translation Workbench
Development
Manage Develop Features ...NEW: Use Development Features
Manage Develop Features - Work with classes, pages, sites, and other development features
Manage Debug Log
Manage Sandboxes (Only appears if sandboxes are enabled)

System Administration Permissions

System
Access Control/User Management - Create and manage users, roles, and teams

{#if:true|

Manage Tenants and Company Capabilities

|

Manage Company Capabilities

}}

Support
Proxy Login Access
Proxy Login Configuration
Customer Support Login
Support Cases - View and modify support cases filed by others
Administer Versioning (Only appears if versioning is enabled)