Available Permissions

Available Permissions

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Available Permissions
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File:notepad.png

Note: Before changing permission in a role, see these articles for information about how roles affect data access in the platform.

To edit permissions:

  1. Click Designer > Roles > {role}
  2. Click the [Edit] button
  3. Specify the settings for this role

Record Access Permissions

Specify record create and delete permissions for selected objects.

Access to Records Owned by Others Within the Team

Specify update, delete, and view permissions for selected objects. (These permissions apply to records owned by a different member of the team.)

Considerations
Role Update Delete View
ManagerYesYesYes
  • For Activities (Tasks and Appointments), users with this permission can also reassign Tasks to a new owner.
Learn more: Assign Task Owner
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