Configure an Authority

Review Authority concept and reference sections

To open or create a new Authority:

  1. Go to Setup > Authority
  2. Select an existing policy to edit or click Add to create a new authority.
  3. In Name, type the name of this new authority.
  4. In Organization Authority, select the section within the organizational structure that the holder of this authority can affect.
  5. Check the Restrict check box, if this authority should be unavailable to any user that does not have full access or permission to Setup: Authority.
  6. In Settings, check the settings to grant access to that area, object, or function.
  7. Click Save.