Standard System Documentation

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  1. Go to Setup > Access > Manage Groups.
  2. Edit the group you want to document.
  3. Click on the Tables tab.
  4. You can bring available tables to the top by clicking on the heading for Access and/or Left Pane.

  5. Select the tables you

    would like

    want to include in the file.

     Verify

    Verify that the group you are editing has access to all the included tables.

    You can quickly select every rule by selecting the checkbox to the left of the Edit heading, and then choosing 'Select all found records' from the drop-down list.

    Tip

    You can quickly select every rule by selecting the checkbox in the top left and clicking "Select all found records" from the drop-down. To quickly find specific fields in the list, click the column headers to change how the list is sorted.

  6. Hover over the printer icon and select Permissions.

For full details on field level and other menu permissions for one or more groups:

  1. Go to Setup > Access > Manage Groups.
  2. Select one or more groups.
  3. Hover over the printer icon and select one of the options.  These These reports take a long time to generate, and create long HTML documents that can be saved as documentation:
    • All Current Permissions generates a page that shows all the permissions of the selected group, such as group permissions, and field permissions for each table.
    • All Permissions with History Log generates a page similar to All Current Permissions that additionally includes History field permissions as well as a History log at the very bottom. This same History log can be generated individually by selecting History Log only.
    • History Log show permission changes tracked by the system. If the only item you need data for is history logs, always use this option instead of running All Permissions with History Log.
    • Groups permissions comparison report can be used after selecting two or more groups to compare their record and field level permissions. The Full Details section consists of text that explicitly states record and field level permission comparisons for each group.

Additional Options

From the same printer icon drop-down list, you can select several additional options. These options all open up additional windows where specific activities are meant to take place:

  • New HTML Template opens up a wizard that allows you to create an HTML Template. This wizard allows you to adjust the format of the template, as well as add certain variable fields to the template. This option is only recommended for users with intermediate knowledge of HTML.
  • New Word/PDF Template opens up a wizard that allows you to create either a PDF or Microsoft Word template from the selected data. This wizard allows you to adjust the format of the template, or use an attached file field from the existing record or from a linked record as the print document template.
  • Edit and Manage both open up a window that showcases the print document templates created using the two options above.

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