Access Levels and Privileges

None

Not allowed access.

Business Unit

Users can access records in their business unit. Users with business unit access automatically have user access. Because this access level gives access to information throughout the business unit, it should be restricted to match the organization's data security plan. This level of access is reserved for managers with authority over the business unit.

Organization

Users can access all records in the organization, regardless of the business unit hierarchical level they belong to. Users with organization access automatically have all other types of access as well. Because this level gives access to information throughout the organization, it should be restricted to match the organization's data security plan. This level of access is reserved for managers with authority over the organization.

Tables that are organization owned only use the None or Organization access levels.

Create

Required to make a new record

Read

Required to open a record to view the contents

Write

Required to make changes to a record

Delete

Required to permanently remove a record

Append

Required to associate the current record with another record.
For many-to-many relationships, a user must have Append privilege for both tables being associated or disassociated.

Append to

Required to associate a record with the current record; for example, if users have Append To rights on an opportunity, they can add a note to the opportunity

Assign

Required to give ownership of a record to another user

Share

Required to give access to a record to another user while keeping your own access