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Configure Permissions for a RoleΒΆ

Before you begin

  1. Expand Settings in the navigation pane.
  2. Click Security Setup. The Security Setup view opens.
  3. Find the role you want to work with by typing the case-insensitive role name into the Search field. The Roles pane shows only those matching or including the search term.
  4. Click the desired role name. The Permissions pane lists currently selected permissions.

To add a permission to a role:

  1. In the Permissions pane, click Add Permission. The Permission dialog box opens.
  2. Select the permission to give this role from the Permission Name drop-down.
  3. Enable the operations you want this role to have: Create, Read, Update, and Delete.
  4. Click OK.

The Roles view showing a role called New Role, which has no users and only the default permissions: Enum, MyAccount, Org, and Schema, each with only read access.
Figure 1. Roles and Permissions view

To add all permissions to a role:

  1. In the Permissions pane, click Add All. The Permission dialog box opens.
  2. Enable the operations you want the roles to have:Create, Read, Update, and Delete. The operations you select are applied to all permissions.
  3. Click OK.

To change or remove permissions for a role:

  1. In the Permissions pane, click the Edit icon () for the permission you want to change. The Permission dialog box opens.
  2. Enable or disable operations for this role as needed: Create, Read, Update, and Delete. Setting all operations to No removes the permission from the Permissions list.
  3. Click OK. The permission operations are updated in the Permissions pane.

The Permission dialog box showing FX_Partner selected as the permission name and Read access set to Yes. Create, Update, and Delete operations are set to No.
Figure 2. Permission dialog box

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