Resource Hero Security Settings

In addition to the standard Salesforce platform security (profiles, field-level security, sharing rules, etc), user access can be further customized by updating Resource Hero security settings.

As a hierarchy type custom setting, the RHA Security Settings custom setting allows administrators 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:

NameDescriptionDefault
RA EDIT when Related Record EDITAllow edit access to Resource Assignments in the Resource Hero matrix when the user has edit access to the related record (Opportunity, etc)?true
RA EDIT when Related Record READAllow edit access to Resource Assignments in the Resource Hero matrix when the user has read access to the related record (Opportunity, etc)?false
RA EDIT when Resource EDITAllow edit access to Resource Assignments in the Resource Hero matrix when the user has edit access to the related Resource record?true
RA EDIT when Resource READAllow edit access to Resource Assignments in the Resource Hero matrix when the user has read access to the related Resource record?false
RA READ when Related Record EDITAllow read access to Resource Assignments in the Resource Hero matrix when the user has edit access to the related record (Opportunity, etc)?true
RA READ when Related Record READAllow read access to Resource Assignments in the Resource Hero matrix when the user has read access to the related record (Opportunity, etc)?true
RA READ when Resource EDITAllow read access to Resource Assignments in the Resource Hero matrix when the user has edit access to the related Resource record?true
RA READ when Resource READAllow read access to Resource Assignments in the Resource Hero matrix when the user has read access to the related Resource record?true

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