#Be A Builder – Define Permissions


Be A Builder – Defining Permissions

Day 6 — Security – Defining Permissions

  • Defining user level access using custom app and user permissions – (Who see what)
    • Key Takeaways
      • Grant User access to new custom app
      • Define app access fo project users with custom profile
      • App access for other types of users with permission sets
    • Resources

Make A Plan:

User Items Access Granted by Access Level Data Access
Project Users
  • Custom App
    • Project Central
  • Objects
  • Field Level Security
  • Custom Profile
  • Read
  • Create
  • Edit
  • Modify All
Sales Users
  • Custom App
    • Project Central
  • Objects
  • Field Level Security
  •  Permission Set:
    • Project Viewer
  • Read
  •  View All
  • TESTING as A USER to Make sure they have the app they need to use the app