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Control what users can do in the data grid using permissions. The default permission applies org-wide, while custom permissions can be assigned to Permission Sets or Profiles.

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Open Permissions

1

Open Permissions

  • Go to the Coconut Grid Settings tab
  • Click Permissions

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Add Permission

1

Create Permission

  • Click Add from the quick buttons
  • Enter the following fields.
    • Label – Display name
    • Name – Unique API name (must start with CG_)
    • Description – Optional note
  • Click Save

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Edit Permission

1

Edit Permission

  • Click the Edit icon to open the Edit Permission dialog
  • Update the following fields.
    • Label – Display name
    • Name – Unique API name (must start with CG_)
    • Description – Optional note
  • Click Save
2

Open Permission Detail Page

  • Click the permission label to open the permission detail page
From the detail page, you can
  • Configure default object permissions
  • Enable object-level access control
  • Manage permission behavior per object
Options
  • Show Checked Only – Show only enabled permissions
  • Enable Object-Level Access Control – Enable per-object access
  • Save – Save changes
  • Return – Return to the Permissions page

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Delete Permission

1

Delete Permission

  • Select permissions
  • Click Delete from the quick buttons
  • Confirm deletion
Default permission applies org-wide and cannot be deleted

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Assign Permission

Custom permissions are created as Salesforce Custom Permissions. To take effect, assign them to a Permission Set or Profile.

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Assign to a Permission Set

1

Assign to Permission Set

  • Go to Setup → Permission Sets
  • Select a Permission Set
  • In Custom Permissions, click Edit
  • Move the permission to enabled
  • Click Save

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Assign to a Profile

1

Assign to Profile

  • Go to Setup → Profiles
  • Select a Profile
  • In Enabled Custom Permissions, click Edit
  • Move the permission to enabled
  • Click Save
Custom permissions must be assigned to a Permission Set or Profile to take effect