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Difference between revisions of "Role Permissions"

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:'''Note:''' ''Before changing permission rights in a role, see these articles for information about how roles affect data access in the platform''
These are the permissions that can be specified for a role:


::*[[Roles]]
:'''Record Access Permissions'''<br>
::*[[Role Based Access Permissions]]
:For each object, specify the ability to '''Create''', and '''Delete''' records.
:If [[Record Level Visibility]] is enabled for an object, specify the ability to '''Control Visibility'''.
:(In general, the ability to access an object implies the ability to view any of the records it contains. However, if Record Level Visibility is enabled, a role can also specify the ability to set visibility criteria for individual records, in order to restrict visibility of that record to a designated audience.)


To edit individual permissions:
:'''Access to Records Owned by Others Within the Team'''<br>
#Click '''Settings > Administration > Roles > {role}'''
:{{:Access to Records Owned by Others Within the Team}}
#Click the '''[Edit]''' button
#Click the '''Globally Manage Permissions''' tab
#Click the '''No''' radio button for each permission you want to specify individually
#Click the '''Individually Manage Permissions''' tab and set the permissions as needed
 
====Access Permission to Records Owned by Others Within the Team====
Specify update, delete, and view permissions for selected objects. (The permissions apply to records owned by a different member of the team.)
 
====Record Access Permissions====
Specify record create and delete permissions for selected objects.
 
====Web Tab Access Permissions====
Specify view permissions for selected Web Tabs.
 
===Administrative Permissions===
{{:Administrative Permissions}}

Latest revision as of 23:04, 8 September 2015

These are the permissions that can be specified for a role:

Record Access Permissions
For each object, specify the ability to Create, and Delete records.
If Record Level Visibility is enabled for an object, specify the ability to Control Visibility.
(In general, the ability to access an object implies the ability to view any of the records it contains. However, if Record Level Visibility is enabled, a role can also specify the ability to set visibility criteria for individual records, in order to restrict visibility of that record to a designated audience.)
Access to Records Owned by Others Within the Team
Specify the ability to Update, Delete, and View records contained in a each object.
(These permissions apply to records owned by a different member of the team.)
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