Roles and Permissions: The Fundamentals

Create and manage Roles and Permission as described in the following sections:

• What is a Role?
• What is a Permission Set?
• Create Roles and Permission Sets
• Delete a Role
• Delete a Permission Set

What is a Role?

A role is a high level security set that can be easily assigned to users, roles consist of at least one permission set dictating the access to applications and objects.

What is a Permission Set?

Permission sets are a way of controlling access to applications, objects, and fields that can be separated from roles and applied to multiple roles.

Create Roles and Permission Sets

Create a Role:

1. From the Roles list view select + Add New.
2. Give the Role a name and select save.
3. Select the ID of the newly created role to be taken to the detail view.
4. Click + icon on the Permission Sets list view and select a permission set from the dropdown and select save.

Create a Permission Set:

1. From the Permissions Sets list view select + Add New.
2. Give the permission set a name and select save.
3. Select the newly created permission set's ID to be taken to the detail view.
4. Select Read checkbox for all Applications the role permission set has access to.
5. Select the appropriate checkboxes for the level of access the permission needs for each object.

   Permission	Description
   Create	This gives the ability to create a record for the object.
   Read	This gives the ability to view all object data and related views.
   Update	This gives the ability to modify existing object records.
   Delete	This gives the ability to delete object data.
   Read with No Access	This is a special case when read permissions are needed for dropdown/Related lists but do not want to give access to any other object views.
   Clone	This gives the ability to copy object data.

6. If more specific field permissions are needed field permissions may be changed in the Fields list view. The Read and Update columns have the same permissions as the table above.

Delete a Role

To delete a role:

1. Navigate to the Roles list view.

It is easiest to search 'Roles' in the top search bar and select the view from the suggested items

2. Select the record in the list view you want to delete by hitting the trashcan icon on the right hand side

Delete a Permission Set

To delete a Permission Set:

1. Navigate to the Permission Sets list view.

It is easiest to search 'Permission Sets' in the top search bar and select the view from the suggested items

2. Select the record in the list that you want to delete by hitting the trashcan icon on the right of the record.