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 up button permissions, which can be done through two methods:

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?”

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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.

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These two configuration methods share data. For example, if you enable the “Sales” role’s permission for the “Notify” button through the second method, the “Sales” role will automatically appear in the first method’s configuration.