User guide

Permissions report

Profiles and permission sets against objects and fields, and every user's effective access.

Permissions (under Setup in the sidebar, admins only) answers "who can do what in this org?", read live from the org's profiles, permission sets and assignments.

Pick an org and an object. Four views:

The permissions report: profiles and permission sets against objects, with Read, Create, Edit, Delete, View all and Modify all
The permissions report: profiles and permission sets against objects, with Read, Create, Edit, Delete, View all and Modify all

Objects

Every profile and permission set as a column, every object as a row, with the access each grants: Read, Create, Edit, Delete, View all, Modify all. View all and modify all are highlighted because they bypass sharing. Column headers show how many active users get each one.

Fields

Field-level security for the chosen object: edit, read or nothing, per profile and permission set.

Who can access an object

Each active user's effective access to the object: their profile plus every permission set assigned to them, combined, with the sets that grant it and their access to each field. Use it to answer audit questions such as "who can delete Opportunities?" or "who can see Annual Revenue?". Inactive users are never counted.

Users

Every user with their profile and assigned permission sets. Inactive users are dimmed.

Exporting

Export CSV downloads the current view, ready for an access review or an auditor. The same data is available from the API: GET /api/orgs/<id>/permissions?object=Account&format=csv&view=effective.

Permission set groups appear as a column of their own, with the combined permissions of the group.

Something unclear or missing on this page?