Roles
Use this page to view and set access controls for the selected module.
You can set permissions at the module-level or at a field-level. The top panel display current permissions at the module level. The bottom panel displays current permissions for each field.
Set module-level permissions as follows:
- In the Access column, click Not Set and select Enabled to allow access or select Disabled to hide the module.
- In the User Type column, click Not Set and select Normal to select end-users or select Admin to select administrators.
- In the Delete column, click Not Set and select one of the following:
- Select All to allow any user to delete records.
- Select Owner to allow only record owners to delete records.
- Select None to prevent all users from deleting records.
Similarly, set permissions to edit records, export records, and import records. Set permissions for ListView in the List column. Set permissions for the DetailView in the View column.
To set field-level permissions, click Not Set for the desired field and select one of the following:
- Read/Write: Allows all users to view and edit records.
- Read/Owner Write: Allows all users to view the records; only the record owner can edit the record.
- Read Only:Allows all users to only view the record.
- Owner Read/Owner Write: Allows only the record owner to read and edit the record.
- None: Hides the field from all users.
A field with a plus sign (+) indicates a field group. For example, Billing Street includes the City, State, Postalcode, and Country. The permissions that you set for such a field applies to the whole group.
Click Save to save your changes.