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/edit it. Data management is the task, and view and add/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 Role-based Security Overview.

Tip: What's next? Permissions