Configuring Security, Permissions and Settings
Configuring Online Application Settings, recommended Sharing Settings, restricting access to standard Salesforce pages, and understanding Community User permissions.
- Configuring Online Application Settings
- The Online Application Settings allow you to configure PDF Snapshot settings and choose between API and non-API options for uploading attachments. Follow these steps to configure your settings.
- Configuring Recommended sharing settings for Default External Access
- Recommended sharing settings for Default External Access (Organization-wide Defaults)
- Configuring the required Custom permissions for Online Application Community Users
- Steps to configure the required custom permissions for Online Application Community Users.
- Restricting Access to Standard Salesforce Pages in Communities
- Recommended changes to your Communities settings, to further restrict access to standard Salesforce pages.
- Understanding Community User Permissions for Enrollment History, Test and Recommendation objects
- There are a number of fields that we now recommend you Lockdown, due to the nature of the data stored in them. A listing of these fields can be found below as these are not accounted for in the Permission Viewer.
- Understanding Online Application Security Checks
- The TargetX Online Application includes various security measures to protect applicant and institution data. Overview of Permission Sets available in Online Application.
- Updating API access
- Steps to update API access for your Community Profiles. API or non-API access options for uploading attachments to the Online Application.