Core Administrator Permission

The Full Access role has been inactivated for all users. The Full Access role no longer appears in the list of roles available for users who had this role assigned. The Core Administration Permissions checkbox is available on the role configuration page on Setup > Users/Roles > Manage Role and edit one role. This is created… Continue reading Core Administrator Permission

How to restrict a custom opportunity form for a specific role?

In order to perform the steps below, use the Administrator role. Navigate to Setup > Users/Roles > Manage Roles Click Edit/Customize by the Role for which the custom form will be restricted Click Forms tab Click Transaction subtab Find the forms with a Opportunity Type Preferred: Enter Checkmark by the form you want to restrict for this Role Enabled: Remove Checkmark for other Opportunity forms Click Save

Preferences Module: Certifications tab: Configure Users

Once Roles have been configured, Users must be added to those roles so they can be assigned to the different workflow steps in the Certification process. In this section, Users will be “enabled” to operate in the various roles. Note that this does not assign the User in this role to any particular accounts or… Continue reading Preferences Module: Certifications tab: Configure Users