Set Role Permissions for Buttons

After configuring buttons, you may want Role A to have access to a button while restricting Role B from using it. This requires setting button permissions, which can be done in two ways:

1. Button configuration page settings
2. Role permission settings page

I. Button Configuration Page Settings

1. When creating/editing a button, configure role permissions under the sixth option: “Which roles can view and use this button?”

II. Role Permission Settings Page

1. After creating a button, navigate to Object > Role Permission Settings. Select a specific role to directly view whether it has permission to use the button.

Both configuration methods share data synchronization. For example, if you enable the “Sales” role’s access to the “Notify” button via the second method, the “Sales” role will automatically appear in the first method’s configuration.