how to manage the system tab

  • Updated

This article explains how to manage permissions from the SYSTEM tab within a Permission Set.
From this tab, administrators can configure system objects. Permissions may appear in different display models such as:

  • Binary selections (Yes / No) for system-enforced permissions.
  • Dropdown menus with hierarchical access levels (View, Edit, Delete).
  • Checkbox authorizations (commonly used for Create).

The display format does not change the governance logic, only how the permission is configured.
 

how to set yes / no permissions

Use this option for system tools that only allow access to be enabled or disabled. 

1. Locate the system object.
2. Identify the specific permission associated with the tool.
3. Click the dropdown menu.
4. Select Yes to grant access or No to deny access.
5. Click CREATE or SAVE.
 

how to set multi-option permissions

Some system objects include multiple access levels that define the scope of user interaction.

1. Locate the system object.
2. Identify the permission tied to the tool.
3. Open the permission dropdown.
4. Select the appropriate access level:

  • None
  • Own
  • Own and Shared
  • Any

5. Click CREATE or SAVE.