Knowledge

How to Set Up User Permissions

Written by Hatch | Jul 21, 2023 4:09:10 PM

Permissions within Hatch are easy to edit, and can provide a powerful way for you to limit what is visible to users. Object records can be hidden, so that only owners of that record can view them. Incredibly useful if you want to help your teams and users to focus only on what's assigned to them, or to separate teams and business units from being able to modify each other's data!

In this tutorial you will learn:

  • How to modify user permissions on a user level.
  • How to create a 'Permission Set'.
  • Apply a 'Permission Set' to a new or existing user.