> ## 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.

For the permission sets required to access the app, see [Assign Permission Sets](https://coconut-grid.mintlify.site/get-started/permission-sets.md).

## 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.

| Field | Description |
| - | - |
| **Label** | Display name |
| **Name** | Unique API name (must start with `CG_`) |
| **Description** | Optional note |

**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.

| Option | Description |
| - | - |
| **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

**1. Select Permissions**

Select the permissions to delete.

**2. Delete**

Click **Delete** from the quick buttons.

**3. Confirm Deletion**

Confirm the deletion.

> [!NOTE]
>
> 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**.


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