Configuring Security, Permissions and Settings
Configuring Online Application Settings, recommended Sharing Settings, restricting access to standard Salesforce pages, and understanding Community User permissions.
This guide provides an overview of articles on Security and Permissions related to the TargetX Online Application.
- 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.