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How to create the privilege for hiding/removing the delete option?

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Updated on March 1, 2022 01:00AM by Admin

In Opportunities App settings, Actions allow providing access to the users who are deputed to certain privileged actions. The users are given access to the application as well as a privilege for a specific action. The Action privilege helps you to provide the ability to perform delete, create, and other actions, only for a few employees, as per the roles that you’ve assigned to them.

Steps to create a Privilege:

  • Log in and access the Opportunities app from the universal menu bar.
  • Click on More(...) icon and go to Settings→ Security → Actions.
Sec, Action
  • Scroll down and you can see the Delete toggle under the Object section.
Scroll Down Delete
  • By disabling the Delete toggle, the delete option won’t show up on the opportunity page for all the employees.
  • You can define who needs to view the delete button, through privilege.
  • Click on the Privilege dropdown and select the Create Privilege to add privilege.
Create Privilege
  • For instance, let’s create a new privilege named "Delete Action Privilege".
  • Click on the Create button.
Privilege Created
  • Choose the created Delete Action Privilege for “Delete”
Privilege Added

Create and Assign Role to an Employee:

  • After creating the privilege go to the Employees app to create a new role.
  • Click on the More(...) icon and select Settings.
Employees Settings
  • On the Settings page, click on the Security dropdown and select the Roles.
  • Click on the Create button.
Role Create button
  • In the Create Role popup, specify a Role Name, Here the role name is “Sales Rep”.
  • Then click on Add button to add the created or existing privilege for the created role.
Add
  • Choose the category as CRM and apps as Opportunities.
  • Select “Delete Action Privilege”. Click on the Save button.
Save
  • Then, click on the Create button.
Role Created
  • Now, select an employee you would like to give access, to view the Delete button and click on More Details(...).
Rose
  • Here we are adding “Sales Rep” to an employee “Rose Jensen”.
Rose delete Role
  • Now only the employee, Rose Jensen is able to view the Delete button on the opportunity overview page as shown below.
Rose delete access
  • Other employees will not be able to delete the opportunities as shown below.
Larry

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