• Read - This permission will provide the user with 'Read only' access to all the app's components(forms, reports, etc.). Users with read permission will not be able to edit elements of the app.
• Write - The write permission will provide the user with access to View and Edit data present across all the components in the app.

The API Access option in the permission set will let you choose whether users with this permission will be able to use the APIs. This feature is helpful when the admin wants to prevent unauthorized usage of the available APIs.

The PII data option will let you choose whether the users with this permission will be able to access data marked as Personally Identifiable Information(PII). The PII can be enabled for a field by choosing the Contains personal data option in the Field properties pane in Form builder. For the Show option the fields to be shown should be selected in Field Permission tab for each module. The Field permission can be accessed by clicking on More option found adjacent to each module. When you choose Hide the fields with PII will be disabled and cannot be chosen in the Field Permissions.

• Module level: Enable or disable the access to modules (tabs) 
• Field level: Enable or disable permission to access the fields in a record. In addition you can restrict the access to edit the fields

List of permissions

Note: When the Create new report permission is revoked, the reports that were created by the user before will still be visible to all users.

Read record comments 

The users can read comments added by other users in a report. You cannot reply to the comments or mentions when this permission is given.

 

Write record comments 

The users can add comments in a report. You can reply to comments and mention other users by @tagging them. Notifications are sent when someone mentions you in the record comments.

 

Related Topics

• Add permission
• Duplicate permission
• Delete permission