The Access Summary feature gives a summary of the access for a particular role. It shows a list of all objects the current role has access to, the level of permission and a summary of the reason 'why' these roles have access to the specified object.
A user role may be granted access to the records of an object for a variety of reasons, including:
- Granted by an access rule - the access rule has been created to explicitly grant a role access to records of an object
- Granted by an inherited access rule - the access rule may be inherited from a parent object
- Granted by a user role - the access rule may be included from another 'included' role
- Granted by relationship access - access may be granted based on implicitly securing a relationship (set in the object relationship properties)
Viewing the Access Summary of a User Role
To view the Access Summary of a User Role:
- Select Application Menu. The menu appears with available applications.
- Select Administration. The application displays at the landing page.
- In the Left Navigation Area, select Security. The Security expands to display list.
- Select User Roles. The existing User Roles display.
- Select the user role you want and select ACTION. The menu appears.
- Select View. The user role displays.
- Select the Access Summary tab. The Access Summary displays.