Table of Contents

• Create and Manage Roles and Permissions
• What is a Role?
• What is a Permission Set?
• Create new Role and Permission Sets
• Create a Role
• Create a Permission Set
• Delete a Role
• Delete a Permission Set

Create and Manage Roles and Permissions

What is a Role?

A role is a high-level security framework that can be easily assigned to users. It consists of at least one permission set, which defines access to applications and objects. A role can include multiple permission sets, and these permissions are cumulative. When a user is assigned a role, they inherit all the permissions associated with that role’s permission sets.

What is a Permission Set?

Permission sets manage access to applications, objects, and fields. They are independent of roles and can be assigned to multiple roles, offering a flexible method to handle permissions throughout your application.

Create new Role and Permission Sets

Create a Role

1. Navigate to the Roles list view.
2. Click + Add New to create a new Role .
3. Provide a name for the role and click Save.
4. Select the ID of the newly created role to open the detail view.
5. In the Permission Sets list view, click the + icon and select a permission set from the dropdown menu.
6. Click Save to assign the permission set to the role.

Create a Permission Set

1. Navigate to the Permission Sets list view.
2. Click + Add New to create a new Permission .
3. Provide a name for the permission set and click Save.
4. Select the ID of the newly created permission set to open the detail view.

5. Configure permissions:

   Permission	Description
   Read	Select this checkbox for all applications the role’s permission set should access.
   Create	Grants the ability to create records for the object.
   Read	Grants the ability to view all object data and related views.
   Update	Grants the ability to modify existing object records.
   Delete	Grants the ability to delete object data.
   Read with No Access	A special case where read permissions are needed for dropdown/related lists without access to other object views.
   Clone	Grants the ability to copy object data.

6. For more specific field permissions, adjust the permissions in the Fields list view. The Read and Update columns offer the same permissions as described above.

7. Remember to always apply the principle of the least privilege, giving only the necessary permissions to roles and users.

Delete a Role

To delete a role: 1. Navigate to the Roles list view. You can search for “Roles” in the top search bar and select the view from the suggested items. 2. Find the role you want to delete and click on the right-hand side to remove it.

Delete a Permission Set

To delete a permission set: 1. Navigate to the Permission Sets list view. You can search for “Permission Sets” in the top search bar and select the view from the suggested items. 2. Find the permission set you want to delete and click on the right-hand side to remove it.

Thank you for following these steps to manage your SnapApp access controls (roles and permissions) settings effectively. If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.

For support, email us at snapapp@bluevector.ai