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Setting Up Custom Object Permissions

Aye
Updated

Objective

The purpose of this article is to provide Outreach admins with a guide on how to control permissions for custom objects in Outreach. 

Applies To

  • Outreach Admin

Before you begin

Permission Types

The following table explains the individual permission types that can be assigned to a specific user profile:

View records Allows users to access existing records within the custom object.
Edit records Allows users to modify existing records within the custom object.
Delete records Allows users to delete existing records within the custom object.
Create new records Allows users to create new records within the custom object.

Permission Levels

The following table describes the levels available for each permission type:

None Users cannot perform the specified action on any records.
Owned by anyone Users can perform the specified action on records owned by anyone.

By configuring these permissions and levels, admins can customize the access and control each user profile has over custom objects, ensuring that actions align with organizational policies and user responsibilities.

Notes

  • Permissions set for custom objects also apply to actions performed through the Public API on behalf of the user.
  • Owner-based governance and field-level governance is not supported on custom objects.
  • Profiles cannot be modified in bulk. Admins need to configure each individual profile manually.

  • Custom object permissions are unique to each object and cannot be inherited from parent objects.

  • Permissions are set at the profile level and cannot be customized for individual users within a profile. For individual customization, a new profile would need to be created.

Procedure

Admins can configure permissions for an existing custom object for a specific profile.

  1. Log in to Outreach.
  2. Click Administration > Users & Permissions > Profiles.
  3. Select the desired profile.
  4. Navigate to the desired custom object.
  5. Select the desired permissions.

  6. Click Save.

Additional Information



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