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