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How are permissions defined in table access type?
With Contact access type, a signed-in user in the role for which the permission record is defined will have the rights granted by that permission only for records that are related to that user’s Contact record via a defined relationship.
How to create two access team templates per entity?
Go to Settings > Security. Choose Access Team Templates. On the Actions toolbar, choose New, complete the required fields, and then choose Save. You can create two access team templates per entity.
How to add a template to an entity?
After you publish customizations, the access team template is added in all record forms for the specified entity in a form of a list. For example, you created a team template called “Sales team” for the account entity. On all account record forms you’ll see the list called “Sales team”. You can add or remove team members using this list.
What happens when table permission record is granted?
If a Table Permission record with Read rights is granted to a role that has the Global access type, any contact in that role will have access to all records of the defined table. For example, they can see all leads, all accounts, and so on.
How to apply security in portals with table permissions?
To apply security in portals to individual records, use table permissions. You add table permissions to web roles so you can define roles in your organization that correspond logically to the privileges and concepts of record ownership and access.
How to create table relationships with table permissions?
Note: Available relationships will be empty if the Contact or the Account has no existing relationships with the selected table. To create table relationships, see Table relationships overview. Privilege that controls whether the user can read a record. Privilege that controls whether the user can update a record.