How to grant access to the Project records for the roles

  • Navigate to Setup > User/Roles > Manage Roles and choose the relevant role requiring access.
  • Click on the Edit option.
  • Proceed to the ‘Lists’ tab under the ‘Permissions’ subtab.
  • From the Permissions columns, select ‘Projects’ from the dropdown menu.
  • Define the desired permission level (View, Create, Edit, Full) and save your changes.

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