Difference between revisions of "Administrative Permissions"

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imported>Aeric
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:*Excellent understanding of the area(s) they will be modifying}}
:*Excellent understanding of the area(s) they will be modifying}}


'''User and Ownership Controls'''
:'''User and Ownership Controls'''
:: [[Access Control/User Management]] - Create and manage users, roles, and teams
:: [[Access Control/User Management]] - Create and manage users, roles, and teams
:: [[User Management permission|User Management]] - Create and manage users and teams
:: [[User Management permission|User Management]] - Create and manage users and teams
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:: [[Manage Tags]]
:: [[Manage Tags]]


'''Application Controls'''
:'''Application Controls'''
:: [[Customize Objects permission|Customize Objects]]  
:: [[Customize Objects permission|Customize Objects]]  
:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
:: [[Manage Applications permission|Manage Applications]] - Add/Update/Delete platform applications
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:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)
:: [[Manage Sandboxes]] (Only appears if sandboxes are enabled)


'''Account Controls'''
:'''Account Controls'''
{{#if:{{PlatformAdminInfo}}|
{{#if:{{PlatformAdminInfo}}|
:: [[Manage Tenants and Company Capabilities]]
:: [[Manage Tenants and Company Capabilities]]
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:: [[Administer Versioning]] (Only appears if versioning is enabled)
:: [[Administer Versioning]] (Only appears if versioning is enabled)


'''Activities (Tasks and Appointments)'''
:'''Activities (Tasks and Appointments)'''
:: '''Create''' - Grants the ability to create activities and add them to records in objects ''other'' than the [[Cases Object]]
:: '''Create''' - Grants the ability to create activities and add them to records in objects ''other'' than the [[Cases Object]]
:: '''Other Team Member Records''' - Grants specified abilities to view, update, and/or delete records owned by other members of one's team..
:: '''Other Team Member Records''' - Grants specified abilities to view, update, and/or delete records owned by other members of one's team..

Revision as of 22:59, 31 May 2013

GearIcon.png > Administration > Access Management > Access Profile

Administrative Permissions 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.

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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
Access Control/User Management - Create and manage users, roles, and teams
User Management - Create and manage users and teams
Access Control - Create and manage roles
Change Ownership of my Team’s Records
Change Ownership of Self Owned 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 Views and Reports
CRM Features
Lead and Case Assignment Policies
Notes and Attachments
Data Management Controls
Access Mass Data Operations
Import and Export Data
Manage Audit Log
Manage Recycle Bin
Manage Tags
Application Controls
Customize Objects
Manage Applications - Add/Update/Delete platform applications
Manage Packages
Manage Translation Workbench
Develop Controls
Manage Develop Features - Work with classes, pages, sites, and other development features
^--Use 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
Administer Versioning (Only appears if versioning is enabled)
Activities (Tasks and Appointments)
Create - Grants the ability to create activities and add them to records in objects other than the Cases Object
Other Team Member Records - Grants specified abilities to view, update, and/or delete records owned by other members of one's team..