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Updated over a week ago

Permissions associated with each operation

The following table helps you to understand the permissions associated with each operation, such as data backup, data template, environment, and settings. The permission settings are configurable from the Salesforce App console -> Settings page.




Global Permissions

View All Organization Users Tasks

Enables you to view other users’ tasks in an org.

Data Backups

Manage Data Backups

Enables you to create, edit, and delete data backup jobs in the organization. This includes the Subject Access Request.

Data Backups

View Data Backups

Enables you to view the data backup dashboards on the Data Backup page for the selected backup definition.

The dashboard includes the following charts:

  • Backup History Overview

  • Backup Duration

  • Data Being Protected

Also, a table displays the list of created, updated, and deleted records for each backup activity.

Data Backups

Modify Backup Definition User

Enables you to run backup definitions on another user's behalf from the same project.

Data Templates

Manage Data Templates

Enables you to create, delete, and update data templates in the organization.

Perform Data Copy

Enables you to perform a data copy operation from the data template listing on the Data Templates page.

If this permission is set, then users can see the Start Data Copy option from the Data Templates listing using the row actions.


Manage Environments

Enables you to create, delete, and update environments in the Environment Hub.

Note : If a user deletes an environment, any data templates linked to that environment will no longer be associated. In this case, a new environment must be manually added to the data template.


Manage Profiles

Enables you to create, update, and delete permissions for existing user profiles. You can also create new user profiles.

Manage Global Data Masks

Enables you to create, edit, and delete data masks.

Manage Projects

Enables you to create, edit, delete, and invite users to projects from outside the organization.

Manage License

Enables you to authenticate the license to the assigned production organization.

Modify Production

Enables you to set the production organization as the destination organization.

Manage Settings

Enables you to manage settings from the Settings page. This includes the ability to configure Organization, Projects, Data Mask, Users, License, and Profiles.

Manage Organizations

Enables you to edit organization details, such as name, address, and phone number.

Manage Users

Enables you to activate or deactivate other users.

Profile Types and Default Permissions

The default permissions for each profile type are listed as follows.



Default Permissions


A developer is an API integration and code expert. Typically, developers create complex workflows, triggers, Apex development, complex validation rules, AppExchange, and legacy platform integrations.

  • Manage Data Templates

  • Perform Data Copy

  • Manage Environments

Project Manager

A project manager understands Salesforce and its application within a business. They typically work with developers and consultants on different projects and set the expectations and delivery timeline that will meet the business requirements.

  • Manage Projects

  • Manage Organizations


A tester defines the test data set to develop and test against for the developer.

Manage Projects


An administrator provides value to the business by automating complex business processes, making sure the system is clean and efficient.

  • Manage Data Templates

  • Perform Data Copy

  • Manage Environments

  • Manage Projects

  • Manage Global Data Masks

  • Manage Settings

  • Manage Organizations

  • Manage Users

  • Manage Profiles

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