> ## Documentation Index
> Fetch the complete documentation index at: https://coconut-grid.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Permissions

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.

## Open Permissions

<Steps>
  <Step title="Open Permissions">
    * Go to the `Coconut Grid Settings` tab
    * Click **Permissions**
  </Step>
</Steps>

## Add Permission

<Steps>
  <Step title="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**
  </Step>
</Steps>

## Edit Permission

<Steps>
  <Step title="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**
  </Step>

  <Step title="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
  </Step>
</Steps>

## Delete Permission

<Steps>
  <Step title="Delete Permission">
    * Select permissions
    * Click **Delete** from the quick buttons
    * Confirm deletion
  </Step>
</Steps>

<Info>
  Default permission applies org-wide and cannot be deleted
</Info>

## Assign Permission

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

### Assign to a Permission Set

<Steps>
  <Step title="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**
  </Step>
</Steps>

### Assign to a Profile

<Steps>
  <Step title="Assign to Profile">
    * Go to `Setup` → `Profiles`
    * Select a Profile
    * In `Enabled Custom Permissions`, click **Edit**
    * Move the permission to enabled
    * Click **Save**
  </Step>
</Steps>

<Info>
  Custom permissions must be assigned to a Permission Set or Profile to take effect
</Info>