Profile Settings and Security
Use the following settings as a reference to ensure the profile settings correspond to the custom profile. According to your organization's needs, you can change the settings.
See also Sharing Security.
Profile | Read Only | Requestor/ Approver | Contract Creator/ Negotiator | Contract Manager/Template Admin | Administrator |
|---|---|---|---|---|---|
Custom App Settings | |||||
Apttus Contract Management | Yes | Yes | Yes | Yes | Yes |
Enabled Apex Class Access | |||||
Apttus.* | Yes | Yes | Yes | Yes | Yes |
Enabled Visualforce Page Access | |||||
Apttus.* | Yes | Yes | Yes | Yes | Yes |
Standard Tab Settings | |||||
Accounts | Use Existing Setting | Use Existing Setting | Use Existing Setting | Use Existing Setting | Use Existing Setting |
Contacts | Use Existing Setting | Use Existing Setting | Use Existing Setting | Use Existing Setting | Use Existing Setting |
Dashboards | Use Existing Setting | Use Existing Setting | Use Existing Setting | Use Existing Setting | Use Existing Setting |
Reports | Use Existing Setting | Use Existing Setting | Use Existing Setting | Use Existing Setting | Use Existing Setting |
Apttus Custom Tab Settings | |||||
Admin | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default Off |
Agreement Protection | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default Off |
Agreement Rules | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default Off |
Agreements | Tab Hidden | Default On | Default On | Default On | Default On |
Agreement Document Output Formats | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default Off |
Configurable Wizard | Tab Hidden | Tab Hidden | Tab Hidden | Default On | Default On |
Cycle Time Groups | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default Off |
Doc Assembly Rulesets | Tab Hidden | Tab Hidden | Tab Hidden | Default On | Default On |
Query Templates | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default Off |
Retention Policies | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default Off |
Search Filters (Comply) | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default On |
Publish Templates | Tab Hidden | Tab Hidden | Tab Hidden | Default On | Default On |
Purge Agreements | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default On |
Templates | Tab Hidden | Tab Hidden | Tab Hidden | Default On | Default On |
Term Exceptions | Tab Hidden | Tab Hidden | Tab Hidden | Tab Hidden | Default Off |
Administrative Permissions | |||||
Manage Users | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | Yes |
Customize Application | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | Yes |
View Setup & Configuration | Yes | Yes | Yes | Yes | Yes |
Manage Public Reports | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | Yes |
Manage Dashboards | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | Yes |
Edit HTML Templates | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | No (Use Existing Setting) | Yes |
General User Permissions | |||||
Create and Customize Reports | Use Existing Setting | Use Existing Setting | Use Existing Setting | Yes | Yes |
Edit Events | Use Existing Setting | Yes | Yes | Yes | Yes |
Edit Tasks | Use Existing Setting | Yes | Yes | Yes | Yes |
Export Reports | Use Existing Setting | Use Existing Setting | Use Existing Setting | Yes | Yes |
Run Reports | Use Existing Setting | Use Existing Setting | Use Existing Setting | Yes | Yes |
Send email | Use Existing Setting | Use Existing Setting | Yes | Yes | Yes |
Folder Permissions | |||||
See Folder Security | |||||
Custom Object Permissions | |||||
Admin | Read | Read | Read | Read | Read, Create, Edit, Delete |
Agreement | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Agreement Clause | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Agreement Document | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Agreement Document Output Format | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Agreement Line Item | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Agreement Lock | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Agreement Obligation | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Agreement Obligation Fulfillment | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Agreement Protection | Read | Read | Read | Read | Read, Create, Edit, Delete |
Agreement Rule | Read | Read | Read | Read | Read, Create, Edit, Delete |
Agreement Rule Condition | Read | Read | Read | Read | Read, Create, Edit, Delete |
Agreement Term Exception | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
AsyncMergeCall | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Content Event | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Clause Approval | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Clause Obligation | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Cycle Time Field | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Cycle Time Field Data | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Cycle Time Group | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Cycle Time Group Data | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Doc Assembly Component | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Doc Assembly Rule | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Doc Assembly Ruleset | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Document Version | Read | Read, Create | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Document Version Detail | Read | Read, Create | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Formula Field (Comply) | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Locale | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Merge Event | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Merge Event Detail | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Obligation | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Query Template | Read | Read | Read | Read | Read, Create, Edit, Delete |
Query Template Filter | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Query Template Qualifier | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Related Agreement | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Retention Policy | Read | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit | Read, Create, Edit, Delete |
Search Filter (Comply) | Read | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Temp Object (Comply) | Read | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read, Create, Edit, Delete | Read, Create, Edit, Delete |
Template | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Template Clause Reference | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Template Datasource Filter | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Template Dynamic Section | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Template Version | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Term Exception | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Wizard Design | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Wizard Input Control | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Wizard Ruleset | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Wizard | Read | Read | Read, Create, Edit, Delete | Read, Create, Edit | Read, Create, Edit, Delete |
Wizard Step | Read | Read | Read | Read, Create, Edit | Read, Create, Edit, Delete |
Custom Record Type Settings for Agreements | |||||
Record Types (Create Permission) Permission for the Record Types needs to be provided. | No | Yes | Yes | Yes | Yes |
