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
+:*Good understanding of the [[Application Design Guide]]
+:*Excellent understanding of the area(s) they will be modifying}}
-Users in [[Roles]] with Administrative Permission rights should have the following skills:
+:'''User and Ownership Controls'''
-*Familiarity with the platform and business processes
+:: [[User Management permission|User Management]] - Create and manage users and teams
-*Good understanding of the [[Application Design Guide]]
+:: [[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]]
+:: [[Manage Personal Setup permission|Manage Personal Setup]]
-:''Learn more:''
+:'''Reporting Controls'''
-::* [[Role Based Access Permissions]]''
+:: [[Create/Delete Views/Reports/Homepages]]
-{{ #if: {{TrainingLink}} |::* {{Platform Training}} }}
+:: [[Export Views and Reports]]
+:: [[Make Views/Reports Visible to Others]]
+:: [[Manage Global Views/Reports]]
+:: [[Print using Views and Reports]]
-{{Note|Only those with User Management permissions can create new users, roles, and teams, and perform functions associated with these permissions.}}
+:'''Data Management Controls'''
+:: [[Access Mass Data Operations]]
+:: [[Import and Export Data]]
+:: [[Manage Audit Log]]
+:: [[Manage Recycle Bin permission|Manage Recycle Bin]]
-'''User and Ownership Controls '''<br>
+:'''Application Controls'''
-::[[Access Control/User Management]]<br>
+:: [[Customize Objects permission|Customize Objects]]
-::[[Change Ownership of my Team’s Records]] <br>
+:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
-::[[Change Ownership of Self Owned Records]] <br>
+:: [[Manage Packages]]
-::[[Personalize User Interface|Manage Personal Setup]]
+:: [[Manage Translation Workbench permission|Manage Translation Workbench]]
-'''Reporting Controls''' <br>
+:'''Development Controls'''
-::[[Create/Delete Views/Reports/Homepages]]<br>
+:: [[Use Development Features]] - Work with classes, pages, sites, and other development features
-::[[Export Views and Reports]]<br>
+:: [[Manage Debug Log permission|Manage Debug Log]]
-::[[Make Views/Reports Visible to Others]]<br>
+:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)
-::[[Manage Global Views/Reports]]<br>
-::[[Print Views and Reports]]
-'''CRM Features''' <br>
+:'''Account Controls'''
-::[[Lead and Case Assignment Policies]] <br>
+{{#if:{{PlatformAdminInfo}}|
-::[[Manage Product and Price Book]] <br>
+:: [[Manage Tenants and Company Capabilities]]
-::[[Override Product Pricing]]
+|
+:: [[Manage Company Capabilities]]
-'''Data Management Controls''' <br>
+}}
-::[[Access Mass Data Operations]] <br>
+:: [[Proxy Login Access]]
-::[[Import and Export Data]]<br>
+:: [[Proxy Login Configuration]]        {{#if:{{PlatformAdminInfo}}|
-::[[Manage Audit Log]] <br>
+:: [[Customer Support Login Permission|Customer Support Login]]  }}
-::[[Manage Recycle Bin]] <br>
+:: [[Support Cases Permission|Support Cases]] - View and modify support cases filed by others
-::[[Manage Tags]]
-'''Application Controls''' <br>
-::[[Customize Objects]] <br>
-::[[Manage Applications permission|Manage Applications]] <br>
-::[[Manage Packages]] <br>
-::[[Manage Develop Features]] <br>
-::[[Manage Debug Log]] <br>
-::[[Manage Translation Workbench]]
-'''Account Controls''' <br>
-::[[Manage Tenants and Company Capabilities]]<br>
-::[[Manage Discussion Categories]] <br>
-::[[Proxy Login Access]] <br>
-::[[Proxy Login Configuration]] <br>
-::[[Customer Support Login Permission|Customer Support Login]] <br>
-::[[Administer Versioning]] <br>

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Difference between revisions of "Administrative Permissions"

Latest revision as of 06:02, 26 October 2016