Matrix editability now respects Resource Forecast permissions

The Matrix Lightning Web Component reads and writes Resource Forecast records. As of v16.1.2, whether a row is editable depends on the user’s record-level access to the Resource Assignment and their Edit access to the Resource Forecast object.

Two things changed. The Matrix previously decided editability from record-level access alone, so a user who reached an assignment through your org-wide defaults, a sharing rule, the role hierarchy, or by owning the record could see editable cells even when their profile and permission sets did not grant edit access to the object. It also checked object permissions on Resource Assignment rather than Resource Forecast, which meant you had to grant Edit on Resource Assignment, applying everywhere in Salesforce including record pages, list views and the API, just to let someone log time.

To edit cells in the Matrix a user now needs:

• Read on Resource Assignment, for the Matrix to display
• Edit on Resource Forecast, for cells to be editable
• Record-level edit access to the assignment itself

Upgrade note: this tightens access in two ways. Users who could edit the Matrix through record-level access alone, without object-level edit permission, will now see a read-only grid. So will users who have Edit on Resource Assignment but not on Resource Forecast. The Standard User permission set includes Edit on Resource Forecast and is unaffected.