Monday, May 6, 2019

Permissions for Custom Lists

Permissions are defined differently for custom lists than for custom records. There is no Permissions tab and any other access control is not available on the list definition page.

Custom lists' access is controlled on roles records instead.

Scenario #1 - Check if access to custom lists is granted for role: Testing role:
1. Go to Setup > Users/Roles > Manage Roles.
2. Click Edit next to role with name Testing role.
3. On the Permissions subtab and Setup sublist check if permission Custom Lists is present and check also what Level is selected.

Scenario #2 - Grant permission to view custom lists for role: Testing role:
1. Go to Setup > Users/Roles > Manage Roles.
2. Click Edit next to role with name Testing role.
3. Go to the Permissions subtab and Setup sublist.
4. From the drop-down list select Custom Lists.
5. Select Level of the permission (View in this case).
6. Click Add.
7. Click Save.

Note: The change of permissions will start working after re-login of the user which role has been changed. Changing the role while still logged in is not enough.

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