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Preview Module
A preview of the module is available that helps you get a quick idea of what the module will look like to users in each profile. All you have to do is select the user profile to check out the preview. Based on the preview, you can modify 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 ...
Modify Profile Permissions
By default, users with Administrator or Standard profile can access this feature. The Administrator needs to provide profile permissions for other users based on which they can access this feature. As mentioned above, documents and their folders have ...
Controlling Different Permissions
Controlling Different Permissions After creating a profile, you must control the access to the modules (Leads, Accounts, Contacts, Potentials, Tickets, Solutions, Products, Price Books, Tasks, Events, Forecasts, Vendors, Purchase Orders, Sales ...
Edit/Delete a Module
To edit a module (standard module or a user generated module) Click Setup > Customization > Modules. From the list of modules under the Modules tab, click the desired module. You will be taken to the Module Editor page where you can edit the module ...