Set User Permissions

Owned by Wilmarié Moreland
Last updated: Jun 16, 2023
2 min read

This page covers:

Catalogue Object-Level Permissions

If a user will be using the Many2Many, they would need Read or View-All access for the Catalogue Objects (depending on the OWD for those objects). If this access is not enabled for users, they'd not be able to view catalogue of available tags while using Many2Many (TaggingToolComponent)

Tag Settings Object-Level Permissions

 

Many2Many users would also need Read or View-All access on Tag Settings object (depending on the OWD for this object), otherwise users may encounter an error when using Many2Many.

Junction Object-Level Permissions

If a user will be using the Many2Many, they will need CRUD access enabled for the Junction Object(s) that will have records created by the Many2Many. If CRUD access is not enabled, users may encounter an error when using the Many2Many.

Modify All permission must be granted for users who wish to add and delete tags created by other users.

Lightning Page-Level Permissions

Access to Many2Many is controlled at the Lightning Page level by adding the Many2Many to a Lightning Page and then enabling/restricting access to that page. For more information on how to enable or restrict access to a Lightning Page, read this page on activation.

Many2Many-Level Permissions

Many2Many allows a System Administrator to determine whether users who have read access to the component will also have the ability to add and/or remove tags. This is controlled from the Lightning App Builder menu. 

See below for the different options of configuration for the Many2Many’s Add/Remove capabilities.

Read Only

Users can only view created tags and open hyperlinks to see record details. Users cannot remove tags that have been created. Users do not have access to the catalog of available tags.

Read & Add New

Users can access catalog of available tags and add them to a record. Users can view created tags and open hyperlinks to see record details. Users cannot remove tags that have been created.

Read & Remove

Users can view created tags and open hyperlinks to see record details. Users can remove tags that have been created. Users do not have access to the catalog of available tags.

Full Access

Users can view catalog of available tags and add them to a record. Users can view created tags and open hyperlinks to see record details. Users can remove tags that have been created.