Advanced customization and how to’s

Manage Resource Hero Security Settings

In addition to the standard Salesforce platform security settings (profiles, field level security, sharing rules, etc), Resource Hero can be further customized using the RHA Security Settings custom setting.

As a hierarchy type custom setting, you are able to define your organization-wide defaults and any “personalized” settings for specific profiles or users. The hierarchy logic checks the organization, profile, and user settings for the current user and returns the most specific, or “lowest,” value. In the hierarchy, settings for an organization are overridden by profile settings, which, in turn, are overridden by user settings.

The following controls are available:

RA EDIT when Related Record EDIT

Allow edit access to Resource Assignments in the Resource Hero matrix when the user has edit access to the related record (Opportunity, etc)?

Default:  TRUE

RA EDIT when Related Record READ

Allow edit access to Resource Assignments in the Resource Hero matrix when the user has read access to the related record (Opportunity, etc)?

Default: FALSE

RA EDIT when Resource EDIT

Allow edit access to Resource Assignments in the Resource Hero matrix when the user has edit access to the related Resource record?

Default: TRUE

RA EDIT when Resource READ

Allow edit access to Resource Assignments in the Resource Hero matrix when the user has read access to the related Resource record?

Default: FALSE

RA READ when Related Record EDIT

Allow read access to Resource Assignments in the Resource Hero matrix when the user has edit access to the related record (Opportunity, etc)?

Default: TRUE

RA READ when Related Record READ

Allow read access to Resource Assignments in the Resource Hero matrix when the user has read access to the related record (Opportunity, etc)?

Default: TRUE

RA READ when Resource EDIT

Allow read access to Resource Assignments in the Resource Hero matrix when the user has edit access to the related Resource record?

Default: TRUE

RA READ when Resource READ

Allow read access to Resource Assignments in the Resource Hero matrix when the user has read access to the related Resource record?

Default: TRUE

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