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User profile permission descriptions

Knowledge Article Number 000198725
Description


A profile contains user permissions and access settings that control what Users can do within their Organization.
 

  • There are two types of system permissions in a profile, Administrative and General.
  • You can create a Custom Profile or a Permission Set if you have either Enterprise or Performance Edition to give access.
  • In Contract Manager, Group, and Professional Editions you have 6 Standard Profiles that cannot be customized by default. but permissions can be added. 



Review a description of each permission below. 

Resolution

 

Administrative Permissions



            Access Chatter For Sharepoint - Allows the user to access Chatter for Sharepoint.



API Enabled  - Allows the user to use applications. 

 


Api Only User - Allows the user to access Salesforce through API instead of the user interface.


Assign Permission Sets - Allows the user to assign Permission Sets to users.

 


Author Apex - Allows the user to create and EDIT Apex classes and Triggers.

 


Bulk API Hard Delete - Allows user to delete records in the Bulk API without storing them in the Recycle Bin (soft delete).

 


Chatter Internal User - Allows user to use all of the Chatter features.

 


Create and Customize List Views - Allows the user to create list views; modify and delete own list views.

 


Create and Manage Communities - Allows the user to create and manage Communities, add Community members, and customize the appearance.

 


Create and Own New Chatter Groups - Allows the user to create and own new Chatter groups.

 


Create and Upload Change Sets - Allows the user to create, edit, and upload outbound Change Sets.

 


Customize Application - Allows the user to customize the Organization using App Setup menu options like workflows, creating custom fields, or  Lead settings.

 


Deploy Change Sets - Allows the user to deploy inbound Change Sets.

 


Edit HTML Templates - Allows the user to create, edit, and delete HTML email templates.

 


Edit Read Only Fields - Allows the user to edit fields that are configured as read only fields due to Page Layouts or Field-level Security.

 


Invite Customers To Chatter - Allows the user to invite customers (non-Salesforce users) to Chatter.

 


IP Restrict Requests - Allows the portal user to only login from a limit of 5 IPs addresses.

 


Is Single Sign-On Enabled - Allows a user to sign on using Delegate username and password authentication to a corporate database instead of the Salesforce user database.

Lightning Experience User - Allows a user to access the lightning user interface


Manage Analytic Snapshots - Allows the user to create, edit, and delete Analytic Snapshots.

 


Manage Articles - Allows the user to create article types and article actions.


Manage Auth. Providers - Allows the user to create and edit Auth. Providers.

 


Manage Billing - Allows the user to purchase additional licenses and features for Salesforce.

 


Manage Business Hours Holidays - Allows the user to make changes or update to business hours and holidays in the organizational settings.

 


Manage Call Centers - Allows the user to import, view, edit, or delete call centers in CRM.

 


Manage Categories - Allows the user to create or change solutions in the CRM.

 


Manage Chatter Messages - Allows the user to access all users' messages sent in Chatter through  a SOAP API.

 


Manage Custom Report Types - Allows the user to create, edit, and delete custom report types.

 


Manage Dashboards - Allows the user to create, edit, and delete the user's personal dashboards.

 


Manage Data Categories - Allows the user to create, edit, and delete data categories.

 


Manage Data Integrations - Allows the user to monitor or abort Bulk API jobs.

 


Manage Dynamic Dashboards - Allows the user to create, edit, and delete dynamic dashboards.

 


Manage Email Client Configurations - Allows the user to create, edit, and delete Outlook configurations for Salesforce for Outlook.

 


Manage External Users - Allows the user to manage Partner Portal users.

 


Manage Internal Users - Allows the user to create and edit internal users.



Manage Knowledge Article Import/Export - Allows the user to import/export Articles.

 

Manage Force.com - Allows the user to use Force.com flows.

Manage IP Address - Allows the user to input IP addresses in Network Access settings and IP Restrictions on the profile inside of Salesforce.



Manage Letterheads - Allows the user to create, edit, and delete letterheads layouts for HTML emails.

 


Manage Login Access Policies - Allows the user to specify the login access policies that apply to Administrators and Support Organizations.



Manage Mobile Configurations - Allows the user access Salesforce Classic features.

 


Manage Package Licenses - Allows the user to manage package licenses in subscriber Organizations.


Manage Password Polices - Allows the user to set password restrictions and lockout policies for users.

 


Manage Profiles and Permission Sets - Allows the user to create, edit, and delete profiles and Permission Sets.



Manage Public Documents - Allows the user to create, edit, and delete folders for public documents.

 


Manage Public List Views - Allows the user to create, edit, and delete public list views.

 


Manage Public Reports - Allows the user to create, edit, and delete public reports.

 


Manage Public Templates - Allows the user to create, edit, and delete text emails, mail merge templatesand folders for public email templates.


Manage Reporting Snapshots - Allows the user to create, edit, and delete reporting snapshots.

 


Manage Roles - Allows the user to create, edit, and delete roles.



Manage Salesforce CRM Content - Allows the user to make changes in the CRM content.


Manage Sharing - Allows the user to manage sharing configurations, including Organization-wide defaults.

 



Manage Salesforce Knowledge - Allows the user to create article types.

 


Manage Users - Allows the user to create, edit, and deactivate users, and manage security settings, including profiles and roles.

 


Manage Unlisted Groups - Allows the user to view and moderate unlisted Chatter Groups.Only members and users with the “Manage Unlisted Groups” permission can access unlisted groups in list views, feeds, and search results.


Moderate Chatter - Allows the user to deactivate Chatter Free users, assign moderator privileges to Chatter Free users, and remove posts.

 


Moderate Communities Feeds - Allows the user to moderate Chatter Feeds in Communities.

 


Moderate Communities Files - Allows the user to moderate Chatter Files in Communities.

 


Modify All Data  - Allows the user to make changes to all the data in the Organization.

 


Password Never Expires - Allows the user to a have a password that does not expire. This  permission is good for any user that is only used in API.

 


Reset User Passwords and Unlock Users - Allows the user to unlock users whose accounts are locked, and reset user passwords.

 


Run Flows - Allows the user to run flows in Salesforce.

 

Schedule Dashboards - Allows the user to schedule when dashboards refresh, and send email notifications that include refreshed dashboards in HTML format.

 


Schedule Reports - Allows the user to run reports in the background, and export results as a CSV or Excel file on completion.

 


Send Outbound Messages - Allows the user to send outbound messages to an external Web service API.

 


Show Custom Sidebar On All Pages - Allows the user to display a custom sidebar on all pages in Salesforce.


Transfer Record - Allows the user to change the owner of most records.

 


Use Identity Features - Allows the user to  access to Identity features such as App Launcher.

 


Use Team Reassignment Wizards - Allows the user to mass transfer team members.

 


View All Data - Allows the user to view all the data in the Organization the user does adhere to the Organization wide defaults.

 


View All Users - Allows the user to view all users object, regardless of sharing settings configuration.

 


View Data Categories - Allows the user to view the Data Categories page.

 


View Global Header - Allows the user view the global header to switch between apps and access personal setup and customization options.

 


View Help Link - Allows the user to view help link.

 


View Setup and Configuration - Allows the user to view the App Setup menu and Administrative Settings pages.

 


Weekly Data Export - Allows the user to run the weekly data export service.

 


 

General User Permissions


 

Activate Contracts - Allows the user to change contract's status to Activated.

 


Approve Contracts - Allows the user to apply an approved status to a contract.

 


Assign Topics - Allows the user to assign existing topics to feed items and remove topics from feed items.

 


Connect Organization to Environment Hub - Allows the user to connect this Organization to an Environment Hub.

 


Convert Leads - Allows the user to convert Leads need "Create" and "Edit" on Leads, Accounts, Contacts, and Opportunities with "Read" permission on any related Campaigns.


Create AppExchange Packages - Allows the user to create packages that can be distributed through AppExchange.

 


Create and Customize Reports - Allows the user to create, edit, and delete reports.


Create Report Folders - Allows the user to create, editand delete report folders and manage these folders if sharing rights allow.

 


Create and Share Links to Chatter Files - Allows the user to Share a Chatter file with anyone by creating a file link and sending it via email or IM.

 


Create AppExchange Packages - Allows  the user to create packages that can be distributed through AppExchange.

 


Create Libraries - Allows the user to create Salesforce CRM Content libraries.

 


Create Topics - Allows the user to add new topics to a record.

 


Delete Activated Contracts - Allows the user to delete an activated contract.

 


Delete Topics - Allows the user to add or delete topics on a record.

 


Deliver Uploaded Files and Personal Content - Allows the user  to create content deliveries from a shared library in Salesforce CRM content.

 


Download AppExchange Packages - Allows the user to install  managed AppExchange apps in the Organization.             

 


Drag-and-Drop Dashboard Builder - Allows the user to createeditand delete dashboards through the drag-and-drop dashboard.

 


Edit Case Comments - Allows the user to edit their own case comments,but not other user's comments.


Edit My Dashboards - Allows the user to edit, move, save, and delete user's own dashboards in shared folders.


Edit My Reports - Allows user to edit, move, save, and delete user's own reports created in shared folders.

 


Edit Events - Allows the user to create,edit, and delete events.

 


Edit Opportunity Product Sales Price - Allows the user to change the sales price on Opportunity line items.

 


Edit Tasks - Allows the user to  createeditand delete tasks.

 


Edit Topics - Allows the user to edit topic names and descriptions.

 


Export Reports - Allows the user to Use Export Details and Printable View to export reports.

 


Import Leads - Allows the user to import leads through the Import Wizard.

 


Import Solutions - Allows the user to import solutions using the Import Wizard.


 

Insert System Field Values for Chatter Feeds - Allows the user to set the CreatedById or CreatedDate for chatter post or comment from API when creating the record.

 


Knowledge One - Allows the user to view the knowledge tab instead of the articles tab.


Manage Cases - Allows the user to administer case settingsincluding Email-to-Case and mass transfer of cases.


Manage IP Addresses - Allows the user to create, edit, and delete trusted IP ranges. 

 


Manage Connected Apps - Allows the user to managecreate, and delete OAuth applications.

 


Manage Content Permission - Allows the user to configure library content in Salesforce CRM content.

 


Manage Content Properties - Allows the user to createeditand delete custom fields in Salesforce CRM content.

 


Manage Content Types - Allows the user to createeditand delete content types  in Salesforce CRM content.

 


Manage Leads - Allows the user to change the status of multiple Leads in a list view.

 


Manage Published Solutions - Allows the user to create, edit, and delete solutions that accessible to the public on your Self-Service portal or Web site.


Manage Territories - Allows the user to make changes in the territories settings in the Setup menu.

                     
Manage Two-Factor Authentication - Allows the user to manage the time based token secret for Two-Factor Authentication

 


Mass Edits from Lists - Allows the user to mass edit records from the list view.

 


Mass Email - Allows the user to mass email Contacts and Leads.

 


Report Builder - Allows the user to create, edit, and delete reports using the Report Builder interface.

 


Run Reports - Allows the user to view the reports tab, run reports, view dashboards based on reports.

 


Send Email - Allows the user to send email to a single Contact or Lead.

 


Send Stay-in-Touch Requests - Allows the user to Send Stay-in-Touch email requests.


Tag Manager - Allows the user to rename or delete Public Tags.

 


Transfer Cases - Allows the user to change the case owner field on the case Object.

 


Transfer Leads - Allows the user to change the Lead owner field on the Lead Object.

 


Two-Factor Authentication for API Logins - Allows the user to create a time-based token using a mobile phone to scan a QR code generated instead of the
emailed security token in the API login attempt.                                                                                 

 

Two-Factor Authentication for User Interface Logins - Allows the user to create a time-based token using the mobile phone to scan a QR code generated
 during login.

 


Upload AppExchange Packages - Allows the user to upload packages to AppExchange. Create and upload Change Sets.

 


View Encrypted Data - Allows the user to view the value of encrypted fields in plain text.

 


View My Team's Dashboards - Allows the user to view dashboards owned by people under them in the Role Hierarchy.

View Reports in Public Folders - Allows the user to view and access reports in public folders, which does not include others’ personal folders. 


 

     For user permission please click this link.


 





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