Difference between revisions of "Administrative Permissions"

Latest revision as of 06:02, 26 October 2016

> Administration > Access Management > 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

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 using Views and Reports

Data Management Controls

Access Mass Data Operations

Import and Export Data

Manage Audit Log

Manage Recycle Bin

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 Tenants and Company Capabilities

Proxy Login Access

Proxy Login Configuration

Customer Support Login

Support Cases - View and modify support cases filed by others

@@ Line 1: / Line 1: @@
-<noinclude>'''Settings > Administration > Roles > {role}'''
+<noinclude>'''[[File:GearIcon.png]] > Administration > Access Management > Access Profiles'''
 </noinclude>
-Administrative Permissions ''Grant Access to administrative levels of the platform'', and allow users with these rights 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.)
-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
+{{Tip| Users given Administrative Permissions should have the following skills:
+:*Familiarity with the platform and your organization's business processes
-Users in [[Roles]] with Administrative Permission rights 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 and Ownership Controls'''
-:* [[Role Based Access Permissions]]''
+:: [[User Management permission|User Management]] - Create and manage users and teams
-{{ #if: {{TrainingLink}} |:* {{Platform Training}} }}
+:: [[Access Control permission|Access Control]]  - Manage roles and password policies
+:: [[Change Ownership of my Team’s Records permission|Change Ownership of my Team's Records]]
-{{Note|Only those with User Management permissions can create new users, roles, and teams, and perform functions associated with these permissions.}}
+:: [[Manage Personal Setup permission|Manage Personal Setup]]
-'''User and Ownership Controls '''<br>
-::[[Access Control/User Management]]<br>
-::[[Change Ownership of my Team’s Records]] <br>
-::[[Change Ownership of Self Owned Records]] <br>
-::[[Manage Personal Setup]]
-'''Reporting Controls''' <br>
+:'''Reporting Controls'''
-::[[Create/Delete Views/Reports/Homepages]]<br>
+:: [[Create/Delete Views/Reports/Homepages]]
-::[[Export Views and Reports]]<br>
+:: [[Export Views and Reports]]
-::[[Make Views/Reports Visible to Others]]<br>
+:: [[Make Views/Reports Visible to Others]]
-::[[Manage Global Views/Reports]]<br>
+:: [[Manage Global Views/Reports]]
-::[[Print Views and Reports]]
+:: [[Print using Views and Reports]]
-'''CRM Features''' <br>
+:'''Data Management Controls'''
-::[[Lead and Case Assignment Policies]] <br>
+:: [[Access Mass Data Operations]]
-::[[Manage Product and Price Book]] <br>
+:: [[Import and Export Data]]
-::[[Override Product Pricing permission|Override Product Pricing]]
+:: [[Manage Audit Log]]
+:: [[Manage Recycle Bin permission|Manage Recycle Bin]]
-'''Data Management Controls''' <br>
+:'''Application Controls'''
-::[[Access Mass Data Operations]] <br>
+:: [[Customize Objects permission|Customize Objects]]
-::[[Import and Export Data]]<br>
+:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
-::[[Manage Audit Log]] <br>
+:: [[Manage Packages]]
-::[[Manage Recycle Bin]] <br>
+:: [[Manage Translation Workbench permission|Manage Translation Workbench]]
-::[[Manage Tags]]
-'''Application Controls''' <br>
+:'''Development Controls'''
-::[[Customize Objects]] <br>
+:: [[Use Development Features]] - Work with classes, pages, sites, and other development features
-::[[Manage Applications permission|Manage Applications]] <br>
+:: [[Manage Debug Log permission|Manage Debug Log]]
-::[[Manage Packages]] <br>
+:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)
-::[[Manage Develop Features]] <br>
-::[[Manage Debug Log permission|Manage Debug Log]] <br>
-::[[Manage Translation Workbench]]
-'''Account Controls''' <br>
+:'''Account Controls'''
-::[[Manage Tenants and Company Capabilities]]<br>
+{{#if:{{PlatformAdminInfo}}|
-::[[Proxy Login Access]] <br>
+:: [[Manage Tenants and Company Capabilities]]
-::[[Proxy Login Configuration]] <br>
+|
-::[[Customer Support Login Permission|Customer Support Login]]
+:: [[Manage Company Capabilities]]
-::[[Administer Versioning]] (if versioning is enabled in [[Company Information]])
+}}
+:: [[Proxy Login Access]]
+:: [[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
+:: [[Customer Support Login Permission|Customer Support Login]]  }}
+:: [[Support Cases Permission|Support Cases]] - View and modify support cases filed by others

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Difference between revisions of "Administrative Permissions"

Latest revision as of 06:02, 26 October 2016