access — system permission catalog

  • Updated

This article lists the available system permissions, including the permission type, a description of each, and where the permission is reflected within the system.

Translations

PermissionTypeDescriptionReflected in
EditYes / NoAllows users to modify translation recordsSystem language & label configurations

Entities

PermissionTypeDescriptionReflected in
CreateYes / NoCreate new entitiesAccount structure
ViewYes / NoView entity recordsEntity listings
EditYes / NoModify entity dataEntity configuration
DeleteYes / NoRemove entitiesEntity management

Offices

PermissionTypeDescriptionReflected in
CreateYes / NoCreate officesOrganizational structure
ViewYes / NoView office recordsOffice directory
EditYes / NoModify officesOffice settings
DeleteYes / NoRemove officesOffice management

 

Tags

PermissionTypeDescriptionReflected in
CreateYes / NoCreate tagsTag library
ReadYes / NoView tagsTag selectors
EditYes / NoModify tagsTag configuration
DeleteYes / NoRemove tagsTag management

Account general settings

PermissionTypeDescriptionReflected in
ViewYes / NoView account settingsAccount admin panel
EditYes / NoModify account settingsGlobal configuration

Account - system preferences

PermissionTypeDescriptionReflected in
ViewYes / NoView system preferencesPlatform defaults
EditYes / NoModify system preferencesEnvironment behavior

Users

PermissionTypeDescriptionReflected in
CreateYes / NoAdd usersUser directory
ReadYes / NoView usersUser records
EditYes / NoModify usersUser profiles
DeleteYes / NoRemove usersUser management
Force Password ResetYes / NoRequire password resetLogin security

Audit records

PermissionTypeDescriptionReflected in
ViewYes / NoAccess audit logsCompliance tracking

Groups

PermissionTypeDescriptionReflected in
CreateYes / NoCreate groupsAccess governance
ViewYes / NoView groupsGroup listings
EditYes / NoModify groupsGroup configuration
DeleteYes / NoRemove groupsGovernance structure

Roles

PermissionTypeDescriptionReflected in
CreateYes / NoCreate rolesRole framework
ViewYes / NoView rolesRole directory
EditYes / NoModify rolesRole permissions
DeleteYes / NoRemove rolesAccess governance

Permission Sets

PermissionTypeDescriptionReflected in
CreateYes / NoCreate permission setsGovernance design
ViewYes / NoView permission setsPermission workspace
EditYes / NoModify permission setsAccess configuration
DeleteYes / NoRemove permission setsGovernance lifecycle

Reports

PermissionTypeDescription
CreateYes / NoCreate reports
ViewAny / Own & Shared / Own / NoneVisibility scope
EditAny / Own & Shared / Own / NoneModify reports
ShareAny / Own & Shared / Own / NoneShare reports
DeleteAny / Own & Shared / Own / NoneRemove reports
ArchiveAny / Own & Shared / Own / NoneArchive reports
ScheduleAny / Own & Shared / Own / NoneSchedule runs

Report Executions

PermissionTypeDescription
CreateYes / NoRun reports
ViewAny / Own / NoneView executions
DeleteAny / Own / NoneDelete executions
ArchiveAny / Own / NoneArchive executions
DownloadAny / Own / NoneDownload outputs

Insights

PermissionTypeDescription
ViewAny / Own & Shared / Own / NoneView dashboards & analytics
ShareAny / Own & Shared / Own / NoneShare insights
DeleteAny / Own & Shared / Own / NoneRemove insights
ArchiveAny / Own & Shared / Own / NoneArchive insights

Document templates

PermissionTypeDescription
CreateYes / NoCreate templates
ViewAny / Own / NoneView templates
EditAny / Own / NoneModify templates
DeleteAny / Own / NoneRemove templates
DownloadAny / Own / NoneDownload template files

Folder structure

PermissionTypeDescription
CreateYes / NoCreate folders
ViewYes / NoView folders
EditYes / NoRename/reorganize folders
DeleteYes / NoRemove folders

Documents

PermissionTypeDescription
CreateYes / NoUpload/generate documents
ViewAny / Own / NoneView documents
EditAny / Own / NoneModify documents
DownloadAny / Own / NoneDownload documents

Workflow templates

PermissionTypeDescription
CreateYes / NoCreate workflow templates
ViewAny / Own / NoneView templates
EditAny / Own / NoneModify workflow logic
DeleteAny / Own / NoneRemove templates
PublishAny / Own / NoneActivate workflows
Trigger ManuallyAny / Own / NoneExecute workflows

Workflow

PermissionTypeDescription
ViewAny / Own / NoneView workflow executions

Resolution codes

PermissionTypeDescription
CreateYes / NoCreate codes
ViewYes / NoView codes
EditYes / NoModify codes
DeleteYes / NoRemove codes

Stages

PermissionTypeDescription
CreateYes / NoCreate stages
EditYes / NoModify stages
DeleteYes / NoRemove stages

Custom objects

PermissionTypeDescription
CreateYes / NoCreate custom objects
ViewAny / Own / NoneView records
EditAny / Own / NoneModify objects

Forms

PermissionTypeDescription
CreateYes / NoCreate forms
ViewAny / Own / NoneView forms
EditAny / Own / NoneModify forms
DeleteAny / Own / NoneDelete forms

Views

PermissionTypeDescription
CreateYes / NoCreate saved views
ViewAny / Own / NoneView views
EditAny / Own / NoneModify views
DeleteAny / Own / NoneRemove views

Automation templates

PermissionTypeDescription
CreateYes / NoCreate automations
ViewAny / Own / NoneView automations
EditAny / Own / NoneModify automations
PublishAny / Own / NoneActivate automations
UnpublishAny / Own / NoneDeactivate automations
DeleteAny / Own / NoneRemove automations
Take ScreenshotAny / Own / NoneCapture execution evidence

Automation execution logs

PermissionTypeDescription
ViewYes / NoView automation run logs

Partners

 access — system permission catalog