User permissions are powerful, as they expand users' access to data. It's important to
use caution when setting permissions for a profile. Use the Administrative and User Permissions
report—one of the portal health check reports—to see portal profiles and their critical
permission settings.
Required Editions
| User Permissions
Needed |
|
To view portal health check reports:
|
Customize Application
AND
Manage Users
AND
Modify All
Data
|
For each profile, the report lists the number of portal users assigned to it and the
following permission settings:
- Delegated External User Administrator
- Send Email
- Convert Leads
- Edit Events
- Edit Opportunity Product Sales Price
- Edit Tasks
- Transfer Cases
- Portal Super User
- API Enabled
- Password Never Expires
- Create Libraries
- View Content in Portals
- Export Reports
- Run Reports
To view this report:
-
From Setup, enter Portal Health Check in the Quick
Find box, then select Portal Health Check.
-
Click Administrative and User Permissions.
From the report page, you can:
- View a profile detail page by clicking the profile name.
- Show a filtered list of items by selecting a predefined view from the drop-down list.
- Return to the list of reports by clicking Back to list: Portal Health Check
Reports.