Custom Module – Roles & Permissions Follow

Custom Module Roles & Permission play an important role in the security arena.

Note: The User with Admin rights by default would have all permissions.

In Salesmate, we are going to have the following permissions for Custom Module.

• The permissions can be configured in two ways:
  • Module Level Permissions
  • Field Level Permissions

Module Level Permissions:

This allows users to configure profile-level permissions to create, view, edit, and delete records within the module.

This can be done by following the below steps:

• Navigate to the Profile icon on the top right corner
• Click on the Setup
• Head over to the Modules category
• Click on the Module Permission.

Or

• Head over to Users & Security
• Click on Profile Permissions
• Under Standard Profile Click on Edit
• Here, go to Module Level Permission
• Select the Module 
• You can assign the following permissions:
  • Tab Visibility: This allows users to display the custom module in the sidebar.
  • View: This allows users to allow users to view records.
  • Create: This allows users to allow users to create records.
  • Edit: This allows users to allow users to update/edit records.
  • Delete: This allows users to allow users to delete records.

Field Level Permissions:

This allows users to configure Field-Level permissions to create, view, edit, and delete fields within the module.

This can be done by following the below steps:

• Navigate to the Profile icon on the top right corner
• Click on the Setup
• Head over to the Modules category
• Select the Custom Module 
• Click on the All Fields tab.
• Under the Access Column, you can set the Field Permission.

• Here, you can view the Permission set for particular fields.
• To change the Permission click on the Permission that has already been set.
• Click on Save.