Accessing Data - Permissions

Your administrator can customize many different areas to secure your company's data. Additionally, users can control the access that other users have to their data by sharing records individually with colleagues.

To determine whether you can access data, review this table:

ActionAccess Needed
To view a tab:
  1. You must have the “Read” permission on the records within that tab.
  2. Make sure you have customized your personal display to show the tab.
To view a record:
  1. Make sure you have the “Read” permission on the type of record you want to view.
  2. Organizations can set a sharing model that determines the access users have to records they do not own. Depending on your sharing model, the owner may need to share the record with you if you are not the owner of the record or above the owner in the role hierarchy.
  3. Organizations can use territory management to grant access to accounts, opportunities, and cases.
To view a field:
  1. Make sure you have the “Read” permission on the type of record for the field.
  2. Check the field-level security; your field-level security settings may prevent you from seeing the field.
  3. Check your page layout; depending on your page layout settings, you may see some fields and not others.
To edit a field:
  1. Make sure you have the “Edit” permission on the type of record for the field.
  2. Check the field-level security; your field-level security settings may set a field to “Read-Only.”
  3. Check your page layout; page layouts can set fields to read only.
To view a related list:
  1. Make sure you have the “Read” permission on the type of records displayed in the related list.
  2. Check your page layout; depending on your page layout settings, you may see some fields and not others.
To view a button or link:
  1. Make sure you have the necessary permission to perform the action. Buttons and links only display for users who have the appropriate user permissions to use them.

 

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