Controlling Different Permissions

Controlling Different Permissions

After creating a profile, you must control the access to the modules (Leads, Clients, Companies, Tickets, Solutions, Services, Tasks, Events, Forecasts, Vendors and also Notes and Attachments), import/export, tools, report access, system administration, and general permissions for the profile. Users with System Administrator privileges can manage these permissions.

General permissions:

  • Tab Visibility: Permission to allow or restrict access to the modules (tabs).
  • View: Permission to view the records in a module.
  • Create: Permission to create the record in a module.
  • Edit: Permission to modify the record in a module.
  • Delete: Permission to delete the records in a module.

List of Permissions

Sections Description
Module-level Permissions To enable/disable the following permissions to the various modules (Leads, Accounts, Contacts, Cases, and others) and the records in them.
  • Tab Visible
  • View
  • Create
  • Edit
  • Delete
Tab Group Permissions To provide access to the tab groups. Users will be able to access the tabs within the tab groups based on the Module-level Permissions.
Reports & Dashboards Permissions Permissions to manage the reports and dashboards in CRM and also to schedule reports.
Import Permissions Various permissions required to import records from each module that are owned by you and organization-wide users.
Export Permission Various permissions required to export records from each module.
Tool Permissions Permissions required to use various features under Module Tools such as the Mass Transfer, Mass Delete, Mass Email, Change Owner etc.
Admin Permissions Permissions to access the features such as Roles, Profiles, Users, Groups, CRM Customization etc.


General Permissions Other general permissions to access the variety of featured in CRM, such as Convert Leads, Manage Subscription, Manage Workflow, Manage Custom Views, etc.

 

To control permissions

  1. Click Setup > Users & Permissions > Profiles.
  2. In the Profiles page, click the Edit link corresponding to the profile that you want to modify.
  3. In the Profile Information page, specify the access permissions for the following:
    • Module-level Permissions
    • Tab Group Permissions
    • Reports & Dashboards Permissions
    • Import Permissions
    • Export Permissions
    • Tool Permissions
    • Admin Permissions
    • Apps Permissions
    • General Permission
  4. Click Save.

Note

  • You cannot edit the default profiles, Administrator and Standard. These are provided only for your reference.
    It is strongly recommended to define your own profiles based on the existing default profiles.