A task includes a group of permissions for functionality, such as records and lists, in a feature area.

Tasks and permissions work together to determine the level of control for a task. For example, you can enable a user to view data without the ability to add or edit data; data management is the task, and view, add, and edit are the permissions. For more information, see Permissions.

You manage tasks in one of two ways:

  • To provide full access, select tasks that appear by default based on your organization's capabilities.

  • To limit access, combine tasks and permissions to determine security.

Tip: New to security? To understand feature areas, their roles, and how the level of access is determined for a user, see Role-based Security Overview.

Tip: What's next? Permissions