Difference between revisions of "Administrative Permissions"

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<noinclude>'''Settings > Administration > Access Profile'''
<noinclude>'''[[File:GearIcon.png]] > Administration > Access Management > Access Profiles'''
</noinclude>
</noinclude>
Administrative Permissions allow a user 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.)


Users given Administrative Permissions should have the following skills:
{{Tip| Users given Administrative Permissions should have the following skills:
:*Familiarity with the platform and business processes
:*Familiarity with the platform and your organization's business processes
:*Good understanding of the [[Application Design Guide]]
:*Good understanding of the [[Application Design Guide]]
:*Excellent understanding of the area(s) they will be modifying
:*Excellent understanding of the area(s) they will be modifying}}


''Learn more:''
:'''User and Ownership Controls'''
:* [[Access Profiles]]
:: [[User Management permission|User Management]] - Create and manage users and teams
:* [[Role Based Access Permissions]]''
:: [[Access Control permission|Access Control]] - Manage roles and password policies
{{ #if: {{TrainingLink}} |:* {{Platform Training}} }}
:: [[Change Ownership of my Team’s Records permission|Change Ownership of my Team's Records]]Β 
:: [[Manage Personal Setup permission|Manage Personal Setup]]


'''User and Ownership Controls '''<br>
:'''Reporting Controls'''
::[[Access Control/User Management]] - create and manage users, roles, and user groups (teams)<br>
:: [[Create/Delete Views/Reports/Homepages]] Β 
::[[Change Ownership of my Team’s Records]] <br>
:: [[Export Views and Reports]]
::[[Change Ownership of Self Owned Records]] <br>
:: [[Make Views/Reports Visible to Others]] Β 
::[[Manage Personal Setup]]
:: [[Manage Global Views/Reports]] Β 
:: [[Print using Views and Reports]]


'''Reporting Controls''' <br>
:'''Data Management Controls''' Β 
::[[Create/Delete Views/Reports/Homepages]]<br>
:: [[Access Mass Data Operations]] Β 
::[[Export Views and Reports]]<br>
:: [[Import and Export Data]] Β 
::[[Make Views/Reports Visible to Others]]<br>
:: [[Manage Audit Log]] Β 
::[[Manage Global Views/Reports]]<br>
:: [[Manage Recycle Bin permission|Manage Recycle Bin]]
::[[Print Views and Reports]]


'''CRM Features''' <br>
:'''Application Controls'''
::[[Lead and Case Assignment Policies]] <br>
:: [[Customize Objects permission|Customize Objects]] Β 
::[[Override Product Pricing permission|Override Product Pricing]]
:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
<!--Manage Self Service Portal -- Deprecated. Available in legacy accounts only-->
:: [[Manage Packages]]
::[[Manage Product and Price Book]] Β 
:: [[Manage Translation Workbench permission|Manage Translation Workbench]]
::[[Notes and Attachments]]


'''Data Management Controls''' <br>
:'''Development Controls'''
::[[Access Mass Data Operations]] <br>
:: [[Use Development Features]] - Work with classes, pages, sites, and other development features
::[[Import and Export Data]]<br>
:: [[Manage Debug Log permission|Manage Debug Log]]
::[[Manage Audit Log]] <br>
:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)
::[[Manage Recycle Bin]] <br>
::[[Manage Tags]]


'''Application Controls''' <br>
:'''Account Controls'''
::[[Customize Objects]] <br>
::[[Manage Applications permission|Manage Applications]] <br>
::[[Manage Packages]] <br>
::[[Manage Translation Workbench]]
Β 
'''Develop Controls''' <br>
::[[Manage Develop Features]] <br>
::[[Manage Debug Log permission|Manage Debug Log]] <br>
::[[Manage Sandboxes]] (Only appears if sandboxes are enabled) <br>
Β 
'''Account Controls''' <br>
{{#if:{{PlatformAdminInfo}}|
{{#if:{{PlatformAdminInfo}}|
::[[Manage Tenants and Company Capabilities]]<br>
:: [[Manage Tenants and Company Capabilities]]
|
|
::[[Manage Company Capabilities]] <br>
:: [[Manage Company Capabilities]]
}}
}}
::[[Proxy Login Access]] <br>
:: [[Proxy Login Access]]
::[[Proxy Login Configuration]] <br>
:: [[Proxy Login Configuration]] Β  Β  Β  {{#if:{{PlatformAdminInfo}}|
::[[Customer Support Login Permission|Customer Support Login]]Β  ==> [[Support Cases]]
:: [[Customer Support Login Permission|Customer Support Login]]Β  }}
::[[Administer Versioning]] (Only appears if versioning is enabled)
:: [[Support Cases Permission|Support Cases]] - View and modify support cases filed by others
::[[Activities|Activities (Tasks and Appointments)]]

Latest revision as of 06:02, 26 October 2016

GearIcon.png > 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.)

Thumbsup.gif

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