Permissions

Mashmatrix Sheet allows you to predefine permissions to control the operations that users can perform within the Mashmatrix Sheet application. These permissions are created as Salesforce custom permissions and can be assigned to users through profiles and permission sets.

Permission Management

To use the permissions page in the administration console, the logged-in user must be a Salesforce administrator or must have the "Modify Metadata Via Metadata API Functions" permission.

You can view and manage the permissions available for Mashmatrix Sheet from the "Security > Permissions" menu in the administration console.

Clicking the "Create Permission" button will display a dialog for defining a new permission. Only alphanumeric characters can be entered for the permission name.

Created permissions can be viewed from the "Custom Permissions" menu in the Salesforce settings screen. Permissions defined from the administration console always have a "MsmxPerm_" prefix added to the beginning of the custom permission name.

The custom permission list includes a custom permission called "Mashmatrix Sheet - Base Access" by default, but this custom permission is used internally by the Mashmatrix Sheet application and is already included in the permission sets granted to users. Therefore, you can ignore this custom permission in the following procedures.

Permission Assignment

After creating permissions, you need to assign them to the appropriate users. This work is performed from the Salesforce settings screen.

Custom Permission Assignment via Profile

You can assign permissions to users by adding custom permissions to the profile that the users belong to.

To add custom permissions to a profile, follow these steps:

  1. Search for "Profiles" in the "Quick Find" on the left sidebar of the settings screen and click the menu

  2. From the profile list, click on the profile to which users you want to assign permissions belong

  3. Perform one of the following depending on the user interface of the profile details screen:

    • (When Enhanced Profile User Interface is enabled) Click the "Application > Custom Permissions" link and click the edit button in the custom permissions section

    • (When Enhanced Profile User Interface is disabled) Click the edit button for "Enabled Custom Permissions" in the related list

  4. From the permissions displayed in "Available Custom Permissions", select the permission you want to assign, click the add button, and save

Custom Permission Assignment via Permission Set

You can assign permissions to users by adding custom permissions to permission sets granted to users.

To add custom permissions to a permission set, follow these steps:

  1. Search for "Permission Sets" in the "Quick Find" on the left sidebar of the settings screen and click the menu

  2. From the permission set list, click on the target permission set

  3. From the permission set details screen, click the "Application > Custom Permissions" link and click the edit button in the custom permissions section

  4. From the permissions displayed in "Available Custom Permissions", select the permission you want to assign, click the add button, and save

PreviousBook ManagementNextAccess Control

Last updated