Tasks

A task includes a group of permissions for functionality, such as records and lists, in a feature area.

Tasks and permissions work together to determine the level of control for a task. For example, admins can enable users to view data but not to add or edit it. Data management is the task, and view and add or edit are the permissions. For more information, see Permissions.

Admins can manage tasks in two ways:

  • To provide full access, select tasks that appear by default based on your organization's capabilities.

  • To limit access, combine tasks and permissions to determine security.

To learn about feature areas, roles, and how a user's level of access is determined, see Security Overview.

Tip: What's next? Permissions