Security & Access
Security & Access
Permission sets, profiles where appropriate, sharing, role hierarchy, and access troubleshooting.
The situation
People cannot see records they need, or they can see too much. Profiles, permission sets, and sharing rules have grown over time and nobody is sure which layer is actually granting access.
How the work is done
I trace how access is granted, then tighten or correct it using permission sets, sharing, and role hierarchy rather than one-off profile changes that are hard to unwind later.
Typical work included
- Access troubleshooting for specific users or objects
- Permission set design and assignment
- Sharing and role hierarchy review
- Guidance on what to stop putting on profiles
- A written summary of access changes
What this is for
- Users can do their jobs without over-broad access
- Easier onboarding because access is assigned in a predictable way
- Fewer surprise visibility issues after a change
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