Permissions Missing for Partners

System Permissions

System

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

 

Hide Section - Users

Users

Permission NamePartners Have itOK for Partners to not HaveDescription
 (thumbs up)Assign permission sets to users.
 (thumbs up)Create and edit internal users.
 (thumbs up)Create, edit, and delete trusted IP ranges.
 (thumbs up)Specify the login access policies that apply to administrators and support organizations.
 (thumbs up)Set password restrictions and login lockout policies for all users.
 (thumbs up)Create, edit, and delete profiles and permission sets.
 (thumbs up)Create, edit, and delete roles.
 (thumbs up)Manage sharing configurations, including organization-wide defaults.
 (thumbs up)Create, edit, and deactivate users, and manage security settings, including profiles and roles.
 (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.

 

App Permissions

Call Center

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

 

Content

Permission Name  Description
(tick) Create Salesforce CRM Content libraries.
 (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.
 (question)Create, edit, and delete library permissions in Salesforce CRM Content.
 (question)Create, edit, and delete custom fields in Salesforce CRM Content.
 (question)Create, edit, and delete content types in Salesforce CRM Content..
 (question)Create, edit, and delete libraries and library memberships.
View Content in Portals(tick) View Salesforce CRM Content from a portal.

 

Partner Relationship Management

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

Sales

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

 

 

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