Tasks Related to User Charts
|
Default Security Roles and Required Privileges
|
Can Task Be Done Offline?
|
Create or edit a user chart
|
Security roles: Any
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on User Chart
|
No
|
Save an existing chart as a user chart
|
Security roles: Any
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role. on User Chart
|
No
|
Export a chart
|
Security roles: Any
Privileges: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role.
|
No
|
Import a chart
|
Security roles:
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role.
|
No
|
Delete a user chart
|
Security roles: Any
Privileges: Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role. on User Chart
|
No
|
Share or assign a chart
|
Security roles: Any
Privileges: Share The related entity records will also be shared with the same user or team./Assign The related records will be assigned to the same user. on User Chart
|
No
|
View charts in context of list of records and analyze data
|
Security roles: Any
Privileges: Read A privilege required to read a record. Which records can be read depends on the access level of the permission defined in your security role. on User Chart
|
Yes
|
Tasks Related to System Charts
|
Default Security Roles and Required Privileges
|
Can Task Be Done Offline?
|
Create or edit a system chart
|
Security roles: System Administrator or System Customizer
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role., Write A privilege required to make changes to a record. Which records can be changed depends on the access level of the permission defined in your security role. on System Chart
|
No
|
Make a copy of an existing system chart
|
Security roles: System Administrator or System Customizer
Privileges: Create A privilege required to create a new record. Which records can be created depends on the access level of the permission defined in your security role. on System Chart
|
No
|
Delete a system chart
|
Security roles: System Administrator or System Customizer
Privileges: Delete A privilege required to permanently remove a record. Which records can be deleted depends on the access level of the permission defined in your security role.on System Chart
|
No
|
Insert a chart as a sub-grid in a record form
|
Security roles: System Administrator or System Customizer
|
No
|