Open Permissions
Go to the Coconut Grid Admin Console tab and click Permissions.Add Permission
1
Create a Permission
Click Add from the quick buttons.
2
Enter Permission Details
Enter the following fields.
3
Save
Click Save.
Edit Permission
1
Open the Edit Dialog
Click the Edit icon to open the Edit Permission dialog.
2
Update Permission Details
Update Label, Name, and Description. The API name must start with
CG_.3
Save
Click Save.
Open Permission Detail Page
Click the permission label to open its detail page. Configure default object permissions, enable object-level access control, and manage permission behavior per object.Delete Permission
1
Select Permissions
Select the permissions to delete.
2
Delete
Click Delete from the quick buttons.
3
Confirm Deletion
Confirm the deletion.
The 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
1
Choose an Assignment Target
Go to Setup → Permission Sets and select the target permission set.
2
Edit Custom Permissions
In Custom Permissions, click Edit.
3
Enable the Permission
Move the permission to the enabled list and click Save.
Assign to a Profile
1
Choose an Assignment Target
Go to Setup → Profiles and select the target profile.
2
Edit Custom Permissions
In Enabled Custom Permissions, click Edit.
3
Enable the Permission
Move the permission to the enabled list and click Save.