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Grant Permissions to Secure Objects

You can grant permissions to users so they can configure the user interface and hide objects, make objects appear, make objects read-only, and make objects accessible.

To grant permissions to secure objects

  1. Click the tab and optional subtab for the object that you want to configure.
  2. On the left, click CONFIGURE: ON to enable the configuration of the page.
  3. In the Configuration Information area of the page, specify the information for the new global or local configuration, or select an existing configuration that you want to change.

    Important! Global configuration changes affect all users, regardless of their role. Local configuration changes only affect users in the roles assigned to the selected configuration.

  4. In the Permissions area of the page, move Secure (Read-Only And Access) to the Granted Permissions list.
  5. (Optional) Select the Inherit Permissions from Parent Object check box to apply any security permissions from a top-level (parent) object to the lower-level (child) object using the same configuration.

    For example, you create a local configuration for an Organization. In the configuration, you deny permissions to change field labels, move fields, make fields required, and hide fields. After you save the configuration, you open Attachments under Organization and select the Inherit Permissions from Parent Object check box. All permissions from the Organization are applied to Attachments. In this example, because permissions to change field labels, move fields, make fields required, and hide fields are applied to the Organization, the permissions are also applied to the Attachment.

  6. Click Save Configuration.

    When you assign a configuration to a role, users in the role have permissions to hide objects, make objects appear, make objects read-only, and make objects accessible.