User Profiles <Video>

Profiles control access to what you can “do”. For example, a user’s profile will determine whether or not they can access all Accounts and Contacts, certain types of matters, even time entries or any other object/tab at all, and if so,

what are their permissions to view or edit these records.

A profile contains the settings and permissions that control what users with that profile can do within Advologix and the Client Portal

Profiles control:

  • Which standard and custom apps users can view
  • Which tabs users can view
  • Which record types are available to users
  • Which page layouts users see
  • Object permissions that allow users to create, read, edit, and delete records
  • Which fields within objects users can view and edit
  • Permissions that allow users to manage the system and apps within it
  • Which Apex classes and Visualforce pages users can access
  • Which desktop clients users can access
  • The hours during which and IP addresses from which users can log in
Navigate to Profiles

Click Your Name >> Setup >> Administration Setup >> Manage Users >> Profiles.

Profile List View

Profile List View

You can choose to add a New Profile or click on the Name of an existing Profile to view / edit that specific Profile

Depending on which profile user interface is enabled in your organization, you can:

View and edit profiles in the enhanced profile user interface - See: Profile Detail Page ~ Enhanced Profile editor

View and edit profiles in the original profile user interface - See: Profile Detail Page ~ Original Profile editor

* You can also use a list view to edit multiple profiles.

Profile Detail Page ~ Original Profile editor

Profile Detail Page ~ Original Profile editor

You can edit all settings in a custom profile.

In standard profiles, you can edit all settings except name, description, object permissions, field permissions, and user permissions.

Click Your Name | Setup | Manage Users | Profiles.

Select the profile you want to edit.

On the profile detail page, click Edit to change any of the following settings:

For custom profiles only, the name and description

App visibility settings

Tab visibility settings

For custom profiles only, administrative and general permissions

For custom profiles only, object permissions

1. Click Edit to edit the profile settings.

2. Click Clone to create a profile based on this profile.

3. For custom profiles only, click Delete to delete the profile.

4. Click View Users to view the users whom are assigned to the profile.

For Additional Information See Force.com's: Editing Profiles in the Original Profile Interface

Profile Detail Page ~ Enhanced Profile editor

Profile Detail Page ~ Enhanced Profile editor

In the enhanced profile user interface, the profile overview page provides an entry point for all of the settings and permissions for a single profile. To open the profile overview page, click Your Name | Setup | Manage Users | Profiles and click the profile you want to view.

From the profile overview page, you can:

  • Search for an object, permission, or setting
  • Clone the profile
  • If it's a custom profile that's not assigned to any users, delete the profile by clicking Delete
  • Change the profile name or description by clicking Edit Properties
  • View a list of users who are assigned to the profile

See Force.com's documentation:

Enhanced Profile User Interface Overview

Working in the Enhanced Profile User Interface Overview Page

App and System Settings in the Enhanced Profile User interface

Overview of User Permissions and Access

Overview of User Permissions and Access

User permissions and access settings specify what users can do within an organization. For example, permissions determine a user's ability to edit an object record, view the Setup menu, empty the organizational recycle bin, or reset a user's password. Access settings determine other functions, such as access to Apex classes, app visibility, and the hours when users can log in.

Permissions and access settings are specified in user profiles and permission sets. Every user is assigned only one profile, but can also have multiple permission sets.

When determining access for your users, it's a good idea to use profiles to assign the minimum permissions and access settings for specific groups of users, then use permission sets to grant additional permissions.

Because you can assign many permission sets to users and permission sets are reusable, you can distribute access among more logical groupings of users, regardless of their primary job function. For example, you could create a permission set that gives read access to a custom object and assign it to a large group of users, and create another permission set that gives edit access to the object and assign it to only a few users. You can assign these permission sets to various types of users, regardless of their profiles.

The following table shows the types of permissions and access settings that are specified in profiles and permission sets. Some profile settings aren't included in permission sets.

For more information See Force.com's

Overview of Profiles

OR

Permission Sets overview