salesforce_security_impl_guide

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Securing and Sharing Data Group Member Types system permissions—can still access records they don’t own. Search From the Search drop-down list, select the type of member to add. If you don’t see the member you want to add, enter keywords in the search box and click Find. Note: For account owners to see child records owned by high-volume portal users, they must be members of any portal share groups with access to the portal users' data. Selected Members Select members from the Available Members box, and click Add to add them to the group. 4. Click Save. Note: When you edit groups, roles, and territories, sharing rules are automatically recalculated to add or remove access as needed. Group Member Types When you create or edit a group, you can select the following types of members from the Search drop-down list. Depending on your organization settings, some types may not be available. EDITIONS Member Type Customer Portal Users Partner Users Personal Groups Portal Roles Portal Roles and Subordinates Description All of your Customer Portal users. This is only available when a Customer Portal is enabled for your organization. All of your partner users. This is only available when a partner portal is enabled for your organization. All of your own groups. This is only available when creating other personal groups. All roles defined for your organization’s partner portal or Customer Portal. This includes all users in the specified portal role, except high-volume portal users. Note: A portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user Alias . All roles defined for your organization’s partner portal or Customer Portal. This includes all of the users in the specified portal role plus all of Available in: Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions The member types that are available vary depending on your Edition. USER PERMISSIONS To create or edit a public group: • “Manage Users” To create or edit another user’s personal group: • “Manage Users” 74
Securing and Sharing Data Viewing All Users in a Group Member Type Description the users below that role in the portal role hierarchy, except for high-volume portal users. Note: A portal role name includes the name of the account that it’s associated with, except for person accounts, which include the user Alias . Public Groups Roles Roles and Internal Subordinates Roles and Subordinates Roles, Internal and Portal Subordinates Users All public groups defined by your administrator. All roles defined for your organization. Adding a role to a group includes all of the users in that role, but does not include portal roles. Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role. This doesn't include portal roles or users. Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role. This is only available when no portals are enabled for your organization. Adding a role and its subordinate roles includes all of the users in that role plus all of the users in roles below that role. This is only available when a partner or Customer Portal is enabled for your organization. This includes portal users. All users in your organization. This doesn't include portal users. Viewing All Users in a Group The All Users list shows users who belong to the selected personal or public group, queue, or role or territory sharing group.The All Users list shows users who belong to the selected public group, queue, or role sharing group. From this page, you can view detailed user information, edit user information, and access related information. • To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom views. To edit or delete any view you created, select it from the View drop-down list and click Edit. • Click Edit next to a username to edit the user information. • Click Login next to a username to log in as that user. This link is only available for users who have granted login access to an administrator, or in organizations where administrators can log in as any user. EDITIONS Available in: • Professional • Enterprise • Performance • Unlimited • Developer • Database.com 75
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Contents Editing Lead Sharing Rules
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CHAPTER 1 Security Overview Salesfo
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Security Overview User Security Ove
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Security Overview Custom Permission
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Security Overview CAPTCHA Security
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Security Overview Auditing • Role
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Securing and Sharing Data Revoking
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