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Control Access Permission for different objects

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.