Depending on your sharing settings, roles can control the level of visibility that users have into your organization’s data. Users at any given role level can view, edit, and report on all data owned by or shared with users below them in the hierarchy, unless your organization’s sharing model for an object specifies otherwise. Specifically, in the Organization-Wide Defaults related list, if the Grant Access Using Hierarchies option is disabled for a custom object, only the record owner and users granted access by the organization-wide defaults receive access to the object's records.
Working with Roles
To view and manage your organization's roles, click Your Name | Setup | Manage Users | Roles.
Choose one of the following list view options:
- Show in tree view
- See a visual representation of the parent-child relationships between your roles. Click Expand All to see all roles, or Collapse All to see only top-level roles. To expand or collapse an individual node, click the plus (+) or minus (-) icon.
- Show in sorted list view
- See a list that you can sort alphabetically by role name, parent role (Reports to), or report display name. If your organization has a large number of roles, use this view for easy navigation and filtering.
- To show a filtered list of items, select a predefined list from the View drop-down list, or click Create New View to define your own custom view. To edit or delete any view you created, select it from the View drop-down list and click Edit.
- Show in list view
- See a list of roles and their children, grouped alphabetically by the name of the top-level role. The columns are not sortable. This view is not available for hierarchies with more than 1,000 roles.
- To create a role, click New Role or Add Role, depending whether you are viewing the list view or tree view of roles, then edit the role fields as needed. You can create up to 500 roles for your organization.
- To edit a role, click Edit next to a role name, then update the role fields as needed.
- To delete a role, click Delete next to the role name.
- To assign other users to a role, click Assign next to the role name.
- To view detailed information about a role, click a role name. If you are a Salesforce Knowledge
Full Explanation of Security & Roles
Full explanation of security and roles is beyond the context of this lesson.
For more detailed information on Roles and other security, see the Force.com help in the application