Record Permission Wizard

The "Record Permission Wizard" creates or modifies roles. You can add these permissions to a project and/or save them to your database.
  1. Select Data Tools > Record Permission Wizard to start the wizard
    You can also start the wizard from the Project Card
  2. Create the Role Name or select an existing role
  3. Describe the role
  4. What do you want to do? You have 3 options:
    • Create new permission set
    • Modify existing permission set
    • New permission set based on existing

    Record Permission Wizard
    Record Permission Wizard
  5. Press Next
  6. Now the recording starts; you perform now every action on the object(s) the user is allowed for the role you created.

    Recording Started
    Recording Started
  7. When ready recording press Next in the Wizard
  8. Press Next to end the wizard and get the new role created or the existing role modified.

Permission Set Created
Permission Set Created