Articles by tag: Security

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Tagged with: Security

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As of June 2021:

How to configure users profile to view only records that are assigned to him/her

Tagged with: Security, Configuration

Example: Please set up a standard user Samuel to view only records that are assigned to him. Sam should only view records that are under his name, he should not have access to view any other records.

  1. Go to Setup-Sharing Settings- Organization-Wide Defaults- Property:
  2. Default Internal Access- set to Private
  3. Default External Access- set to Private
  4. Grant access using hierarchies – uncheck
  5. Setup- Users – Select User which should see only records assigned to him
  6. Select User’s Profile – Object Settings – Property (another needed object) – set to Read (only)
  7. Back to the user’s page – permission sets – check all permission sets for the view (modify) all options one by one.

Permission sets (all of them) should not have checked View all, Modify all options on Property object.

If any permission set has View all or Modify all checked, please do the following:

  1. Setup – permission sets – clone permission set (with checked View (Modify) all)
  2. Uncheck View all and Modify all options on Property object for this permission set – save
  3. Assign cloned permission set to the user and delete old one. 

How to set your Organization-Wide Sharing

Tagged with: Security

Following are the steps you need to take to set your users to view each other data:

  1. Click Gear icon and select “Setup”
  2. Type Sharing Settings in A Quick Find box on your left.
  3. Select Sharing Settings
  4. Click Edit button next to Organization-Wide Defaults

5. Select sharing access type for the Object

6. Click Save.

Note: By using “Sharing Setting” everyone in the organization will be able to see each other data.  

How to Set Permission Sets globally and grant permission for the individual user

Tagged with: Security

Step 1

  • Select Gear Icon (top right)
  • Select Setup
  • Type “Sharing Settings” in a Quick Find box
  • Select Sharing Settings
  • Click “Edit” Button 
  • Choose “Private” from the list in Default Internal Access column (this will make all user to see their own data globally)
  • Click Save

Step 2 (Optional)

Set specific user with Permission to see the data of other user when all Objects are set to private:

  1. Scroll down to Sharing Rules section
  2. You would need to assign permission to a user for each Object
  3. Find the Object you need
  4. Click on New button
  5. Enter the Lebel Name in a Rule Name (Step 1) section
  6. In “Step 3: Select which records to be shared” section choose the Roles for “(Object Name) owned by members of” and select the User
  7. In “Step 4: Select the users to share with” section choose Roles for “Share with” and select the User
  8. Choose Access Level in “Step 5: Select the level of access for the users”.
  9. Click Save.

Step 3

  • Type “Profiles” in Quick Find box
  • Select “AscendixRE Standard User” profile
  • Click the “Edit” button
  • Scroll Down to Standard Object Permissions and Custom Object Permissions sections and make sure the “View All” option is unchecked for all Objects.
  • Click Save