Permissions - Coconut Grid

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

Go to the Coconut Grid Settings tab
Click Permissions

Add Permission

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

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

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

Delete Permission

Select permissions
Click Delete from the quick buttons
Confirm deletion

Default permission applies org-wide and cannot be deleted

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

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

Assign to a Profile

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

Documentation Index

​Open Permissions

​Add Permission

​Edit Permission

​Delete Permission

​Assign Permission

​Assign to a Permission Set

​Assign to a Profile

Open Permissions

Add Permission

Edit Permission

Delete Permission

Assign Permission

Assign to a Permission Set

Assign to a Profile