Profiles define how users access objects and data, and what they can do within Elements. Each user on Elements must have a Profile assigned to their user, and this assignment is done within Setup by System Administrators. To access the User Menu, you will go to Setup > Administration > Users. Here you can view the existing Profiles and the Users with their Profiles assigned.
By default, there are a number of Profiles that come with your Elements platform. The three main Profiles that we use here at Elements are: System Administrator, Salentica Elements Power User, and Salentica Elements Restricted User. Each of these can be adjusted, but it is a best practice to clone the existing Profile and make updates to the new versions of the standard profiles.
Profile Permissions
| PROFILE NAME | AVAILABLE PERMISSIONS |
| System Administrator | ~ Can access all core platform objects, custom Elements components, and Conga Orchestrate components, as well as applications installed via the AppExchange. ~ Can configure and customize the organization, create custom fields, sections, page layouts, record types, reports, dashboards etc. ~ Has CRED access to all data in the organization. ~ Has access to all functionality that does not require an additional license or permission set. ~ This is a standard Salesforce profile which cannot be modified. |
| Salentica Elements Power User | ~ Can access all core platform objects, custom Elements components, and Conga Orchestrate components, as well as applications installed via the AppExchange. ~ Has CRED access to all data in the organization. ~ Has access to all functionality that does not require an additional license or permission set. ~ This is a custom Elements profile which can be modified as needed. |
| Salentica Elements Restricted User | ~ Can access all core platform objects, custom Elements components, and Conga Orchestrate components, as well as applications installed via the AppExchange. ~ Has Read Only Access to related data in the organization. ~ Has access to all functionality that does not require an additional license, permission set or is restricted by data access. ~ This is a custom Elements profile which can be modified as needed. |
