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Control Access Permission for different objects
SK Dutta@skdutta
207 Posts
#1 · March 16, 2021, 6:19 pm
Quote from SK Dutta on March 16, 2021, 6:19 pmIn OfficeClip, you can control access permission of various objects (like contacts, documents etc.). Given below are some pointers on how to do this:
- Default (for the whole organization): Log in as admin and go to: Setup >> Organization Applications and Access >> Application Access Defaults
- Documents and Folders: Click on Desktop > Documents, then click on the Properties icon (the last icon on the row), then click on Permission
- Issue Binder: Click on the Issue Tracker application and then click on the Permission icon on the binder row.
- Contacts, Accounts and Opportunity: Click on the relevant application, then click on a particular contact to go to the Detail screen, then click on Change Permission...
- Changing Access based on rules: This only works for Contacts, Accounts and Opportunities. Go to the relevant application, click on the Admin button and then click on Rules.
In OfficeClip, you can control access permission of various objects (like contacts, documents etc.). Given below are some pointers on how to do this:
- Default (for the whole organization): Log in as admin and go to: Setup >> Organization Applications and Access >> Application Access Defaults
- Documents and Folders: Click on Desktop > Documents, then click on the Properties icon (the last icon on the row), then click on Permission
- Issue Binder: Click on the Issue Tracker application and then click on the Permission icon on the binder row.
- Contacts, Accounts and Opportunity: Click on the relevant application, then click on a particular contact to go to the Detail screen, then click on Change Permission...
- Changing Access based on rules: This only works for Contacts, Accounts and Opportunities. Go to the relevant application, click on the Admin button and then click on Rules.
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