Create Roles, Profiles, Users and Permission Sets

Roles, Profiles, Users & Permission Sets:

Roles: Role is nothing but designation in the organization.

Eg: Team Lead, Cashier

Creating Roles:

Set up -> Administer  -> Manage users -> Roles -> Set up Roles -> Add Role -> Enter the Role name.

Profiles: In the profile we will give the permissons for the customs applications,custom objects, administrative permissions , general permissions and tab visiblity.

The following settings will do in the profile:

1) Custom App Settings: Giving Permissions for the custom applications.

2) Stadard tab Settings 

3) Custom Tab Settings

  1) Default On : The tab will displayed ON,means displayed bydefault after logging on.

  2) Default off: The tab is not displayed in the home landing page.

  3) Tab Hidden: The tab will be hidden.

4) Administrative permissions:

5) General User Permissions

6) Standard object Permissions

7) Custom Object Permissions

Creating Profile:
Setup -> Administer  -> Manage Users -> Profile -> New Profile -> Select any existing profile in the above drop down (Eg: Standard Platform user) -> Enter the profile name.

Eg: "My Custom Profile" -> created one profile

Creating User:

 1) Role :  Project Manager

 2) Profile: My Custom Profile

Set up -> Administer -> Manage Users -> Users -> New User -> Enter all the mandatory fields values -> Save