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Permissions Missing for Partners

Permissions Missing for Partners

System Permissions

System

Permission NamePartners Have itOK for Partners to not HaveDescription
(tick)Ā Access any Salesforce.com API.
(tick)Ā Access Salesforce.com only through a Salesforce.com API.
(tick)Ā Assign existing topics to feed items. Remove topics from feed items.
Ā (thumbs up)Create Apex classes and triggers.
Ā (thumbs up)Delete records in the Bulk API without storing them in the Recycle Bin.
Ā (thumbs up)Use all Chatter features.
Ā (thumbs up)Allows a user to connect this organization to an Environment Hub.
Ā (question)Create, edit, and delete dashboards in personal folders.
Ā (question)Create list views; modify and delete own list views.
Ā (error)Create, edit, and delete reports in personal folders.
(tick)Ā Create and own new Chatter groups.
Ā (thumbs up)Create communities, manage community-wide settings, membership, login and registration, branding, and associated Site.com site.
Ā (error)Share a Chatter file with anyone by creating a file link and sending it via email or IM.
Ā (thumbs up)Create, edit, and upload outbound change sets.
Ā (thumbs up)Create packages that can be distributed through AppExchange.
Ā (thumbs up)Create dashboard folders and manage these folders if sharing rights allow.
Ā (thumbs up)Create report folders and manage these folders if sharing rights allow.
(tick)Ā Create new topics by assigning them to feed items.
Ā (thumbs up)Customize the organization using App Setup menu options.
(tick)Ā Delete topics and remove all corresponding topic assignments from feed items.
Ā (thumbs up)Deploy inbound change sets.
Ā (thumbs up)Install or uninstall AppExchange packages as system administrators.
Ā (question)Create, edit, and delete dashboards through the drag-and-drop dashboard builder interface.
(tick)Ā Create, edit, and delete events.
Ā (error)Create, edit, and delete HTML email templates.
Ā (question)Edit, move, save, and delete user's own dashboards in shared folders.
Ā (error)Edit, move, save, and delete user's own reports in shared folders.
Ā (question)Edit fields that are read only due to page layouts or field-level security.
(tick)Ā Create, edit, and delete tasks.
(tick)Ā Edit topic names and descriptions.
Ā (error)Provides an option to use email to confirm identity, even if the user has a verified phone number.
(tick)Ā Use Export Details and Printable View to export reports.
Ā (thumbs up)Set the author or creation date for a Chatter post or comment.
Ā (error)Invite Customers To Chatter
Ā (thumbs up)Create, edit, and delete analytic snapshots.
Ā (thumbs up)Create and edit Auth. Providers
Ā (thumbs up)Access all users' messages sent in Chatter.
Ā (thumbs up)Access Community Management to view community dashboards and set up Reputation point system and levels.
Ā (thumbs up)Manage, create, edit, and delete connected applications.
Ā (thumbs up)Create, edit, and delete custom report types.
Ā (thumbs up)Create, edit, delete dashboards, and manage their sharing in all public folders.
Ā (thumbs up)Create, edit, and delete data categories.
Ā (thumbs up)Monitor or abort Bulk API jobs.
Ā (thumbs up)Create, edit, and delete dynamic dashboards.
Ā (thumbs up)Create, edit, and delete Outlook configurations for Salesforce for Outlook.
Ā (thumbs up)Create and edit Force.com Flows.
Ā (thumbs up)Create, edit, and delete letterheads for HTML emails.
Ā (thumbs up)Access Salesforce Classic features.
Ā (thumbs up)Manage package licenses in subscriber organizations.
Ā (thumbs up)Create, edit, and delete folders for public documents.
Ā (error)Create, edit, and delete public list views.
Ā (error)Create, edit, and delete text emails, mail merge templates, and folders for public email templates.
Ā (thumbs up)Create, edit, delete reports, and manage their sharing in all public folders.
Ā (error)Edit multiple records simultaneously from a list with inline editing.
Ā (error)Send mass emails to contacts and leads.
Ā (question)Deactivate Chatter Free users, assign moderator privileges to Chatter Free users, and remove posts.
(tick)Ā Moderate Chatter Feeds in communities
(tick)Ā Moderate Chatter Files in communities
Ā (thumbs up)Create, edit, and delete all organization data, regardless of sharing settings.
(tick)Ā Prevent the user's password from expiring.
Ā (error)Create, edit, and delete reports through the drag and drop report builder interface.
(tick)Ā Reserved for future use.
Ā (error)Run flows.
(tick)Ā Run reports and dashboards.
Ā (error)Schedule when dashboards refresh, and send email notifications that include refreshed dashboards in HTML format.
Ā (error)Run reports in the background, and export results as a CSV or Excel file on completion.
(tick)Ā Send email to a single contact or lead.
(tick)Ā Send outbound messages to an external Web service API.
Ā (thumbs up)Display a custom sidebar on all pages in Salesforce.com.
Ā (thumbs up) ((error) in some circumstances. It does restrict the ability to do a lot of business processes based on record visibility)Change the owner of most records.
Ā (question)Require users to enter a time-based token instead of the emailed security token in the API.
Ā (error)Require users to enter a time-based token during login.
Ā (thumbs up)Upload packages to AppExchange for distribution.
(tick)Ā Gives the user access to Identity features such as App Launcher.
Ā (thumbs up)View all organizational data, regardless of sharing settings.
Ā (question)View and access dashboards in public folders, which does not include othersā€™ personal folders.
Ā (thumbs up)View the Data Categories page.
Ā (thumbs up)View the value of encrypted fields in plain text.
(tick)Ā View the global header to switch between apps and communities and access personal setup and customization options.
Ā (thumbs up)Allow user to view help link.
Ā (error)View dashboards owned by people under them in the role hierarchy.
Ā (error)View and access reports in public folders, which does not include othersā€™ personal folders.
Ā (thumbs up)View the App Setup and Administrative Settings pages.
Ā (thumbs up)Run the weekly data export service.

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Hide Section - Users

Users

Permission NamePartners Have itOK for Partners to not HaveDescription
Ā (thumbs up)Assign permission sets to users.
Ā (thumbs up)Create and edit internal users.
Ā (thumbs up)Create, edit, and delete trusted IP ranges.
Ā (thumbs up)Specify the login access policies that apply to administrators and support organizations.
Ā (thumbs up)Set password restrictions and login lockout policies for all users.
Ā (thumbs up)Create, edit, and delete profiles and permission sets.
Ā (thumbs up)Create, edit, and delete roles.
Ā (thumbs up)Manage sharing configurations, including organization-wide defaults.
Ā (thumbs up)Create, edit, and deactivate users, and manage security settings, including profiles and roles.
Ā (thumbs up)Unlock users whose accounts are locked, and reset user passwords.
(They have this in Sharing Settings)(thumbs up)View all users, regardless of sharing settings.

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AppĀ Permissions

Call Center

Permission NameĀ Ā Description
Ā (error)Edit their own case comments but not other user's comments.
Ā (question)Import solutions for the organization.
Ā (thumbs up)Create, edit, and delete business holidays.
Ā (thumbs up)Create, import, edit, and delete a call center configuration.
Ā (thumbs up)Administer case settings, including Email-to-Case and mass transfer of cases.
Ā (thumbs up)Define and modify solution categories settings.
Ā (thumbs up)Create, edit, and delete publicly accessible solutions.
(tick)Ā Change a case's owner.

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Content

Permission NameĀ Ā Description
(tick)Ā Create Salesforce CRM Content libraries.
Ā (error)Enables non-Content users to create content deliveries, and enables Salesforce CRM Content users to create content deliveries using documents in their personal library.
Ā (question)Create, edit, and delete library permissions in Salesforce CRM Content.
Ā (question)Create, edit, and delete custom fields in Salesforce CRM Content.
Ā (question)Create, edit, and delete content types in Salesforce CRM Content..
Ā (question)Create, edit, and delete libraries and library memberships.
View Content in Portals(tick)Ā View Salesforce CRM Content from a portal.

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Partner Relationship Management

Permission NameĀ Ā Description
(tick)Ā Restrict what IP addresses can access in the PRM Portal.
Ā (thumbs up)Create partner accounts and partner users.
Delegated External User Administration(tick)Ā Manage portal users who belong to the same portal account.

Sales

Permission NameĀ Ā Description
Ā (error)Change contract status to Activated.
Ā (error)Approve or reject a contract from a related list.
(tick)Ā Convert leads into accounts, contacts, and opportunities.
Ā (error)Delete contracts, regardless of their status.
(tick)Ā Change the sales price on opportunity line items.
Ā (error)Import leads and update campaign history.
Ā (question)Import personal accounts and contacts.
Ā (error)Change the status of multiple leads in a list view.
Ā (thumbs up)Send Stay-in-Touch update emails.
Ā (error)Change a lead's owner.
Ā (error)Mass reassign account team and opportunity team members.

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