Security & Permissions Training Course

CLASS 1

Security, Permissions & Best Practices

Permission Details

  • Details and best practices surround permissions

Security

  • Hidden vs. allowed to create
  • View/edit/link/delete
  • Public vs. read-only vs. private
  • Custom security options

Group Record Types

  • Best practices and uses

CLASS 2

How to Use Security Tools

Security on Records

  • Padlock icon
  • Owners
  • Viewing security on records
  • Mass editing security records
  • Ethical wall

Admin Tool

  • Managing users
  • Setting groups

User Profiles – Default security and Permissions

  • Groups
  • Best practices
  • Considerations for private security
  • Considerations for read only security