Record Access Check

Introduction

The Admin Portal’s Record Access Check tool displays what access a user has with a specific record

The tool displays the type of access a user has to the selected record:

  • All: The user has access to all records in this object

  • Delete: The user has access to delete this record

  • Edit: The user can edit this record

  • Read: The user can view the record

  • Transfer: The user can change the ownership of the record

Record Access Check enables system administrators to:

  • Check a user has the expected access to a selected record

Prerequisites

To use the Admin Portal’s Record Access Check, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

System administrator users need:

  • System Administrator permissions for Salesforce

Access the Admin Portal

Inside of FieldFX Back Office, the Admin Dashboard accesses the FieldFX Admin Portal.
Click to expand

  1. Access the Admin Portal either by:

    1. Open a browser tab to admin.fieldfx.com and log into the org with your system credentials.

    2. In FieldFX Back Office,

      • Click on Launcher icon and type admin.

      • Select Admin Dashboard.

        The Admin Dashboard tab appears along the top of the nav bar as the last item.

    3. Click Add X Nav Item(s).

    4. Move the newly added nav item by clicking on the item and dragging the move icon up or down on the list. If you want to add more items, repeat the steps above.

    5. When in position, click Save.

      A browser toast message appears that the nav item was added.

  2. To save the Admin Dashboard tab as a permanent tab,

    1. click Pencil icon to open the navigation items edit box.

      The name in the title differs depending on the FieldFX module you are in. If you switch FieldFX modules, the nav item won’t appear. Repeat these steps to add the Admin Dashboard tab to the FieldFX module you are in.

    2. Click Add More Items.

    3. Click Available Items > All

    4. Click Admin Dashboard.

      A green check appears next to Admin Dashboard item and a "Admin Dashboard" pill appears below the search field. The number of items selected is also displayed.

      Add Top Nav Item selection

View the Access a User has to a Record

  1. Access the Admin Portal then select Record Access Check.

    Screenshot of the Admin Portal Dashboard’s Record Access Check button
    Figure 1. Record Access Check is one of the tools available on the Admin Portal’s Dashboard page

  2. Click Record Access.

  3. Make the following entries (all entries are required):

    Enter text in any field to filter the entry selection

    User:

    Select a user to view

    SObject:

    Select the object whose record to check

    Record:

    Select a record to search

  4. Click Search.

    Screenshot of the Record Access Check with search results
    Figure 2. Enter record details, then click search to see the access a user has to the record