This article explains how to manage permissions from the PROJECTS tab within a Permission Set.
From this tab, administrators can configure object-level governance, including: View, Edit, Delete, Create, and Conditional permissions.
how to set view permissions
Each object includes a view dropdown menu in its row that controls record visibility. To set View permissions:
1. Locate the object.
2. In the View column, click the dropdown menu.
3. Select a permission level:
- Any
- Related
- Own
- None
4. Click CREATE or SAVE.
how to set edit permissions
To set Edit permissions:
1. Locate the object.
2. In the Edit column, click the dropdown menu.
3. Select a permission level:
- Any
- Related
- Own
- None
4. Click CREATE or SAVE.
how to set delete permissions
To set Delete permissions:
1. Locate the object.
2. In the Delete column, click the dropdown menu.
3. Select a permission level:
- Any
- Related
- Own
- None
4. Click CREATE or SAVE.
how to set create permissions
To enable Create permissions:
1. Locate the object.
2. In the Create column, locate the checkbox.
3. Enable the checkbox:
- Blue = Creation enabled.
- White = Creation disabled.
4. Click CREATE or SAVE.
how to create conditional permissions
Conditional permissions allow administrators to apply exception-based governance without modifying the base permission structure.
To create a conditional permission:
1. Locate the object.
2. In the Conditionals column, click the Settings button .
The Conditional Editor opens.
3. Verify the Permission Set where the condition will apply.
4. Click ADD CONDITION.
Configure the condition criteria.
For example: When + Document + Type + is + Mass Tort.
5. Define the conditional permission levels for:
- View
- Edit
- Delete
- Create
6. Click SAVE.
how to deactivate a permission set
To deactivate a Permission Set:
1. In the Permission Sets table, click an active Permission Set.
The Permission Set Editor opens.
2. Click DEACTIVATE.
3. In the confirmation message, click YES, DEACTIVATE PERMISSION SET.
The Permission Set is hidden from the active table.
how to reactivate a permission set
Previously deactivated Permission Sets can be restored at any time. To reactivate a Permission Set:
1. Click the Filter button .
2. In Column, select Active.
3. In Operator, select Is.
4. In Value, select No.
5. In the Name column, click the Permission Set.
The Permission Set Editor opens.
6. Click REACTIVATE.
7. In the confirmation message, click YES, REACTIVATE PERMISSION SET.
The Permission Set becomes active again and reappears in the table.