Permissions / Authorization

By default, a user can upload their own files to Salesforce, so no user permissions are needed.

Unlike our other components, there is no Administration aspect to AnnotateIt, only allowing users to edit photos and attachments within Salesforce

Special Access Rules for users that are not Administrators that need to edit other images

• Customer and Partner Portal users must have the “View Content in Portal” permission to query content in libraries where they have access.

• Customer and Partner Portal users can only publish, version, or edit documents if they have a Salesforce CRM Content feature license.

• All users with a content feature license can create versions in their personal library.

• Users (including users with the “View All Data” permission) can only query files they have access to, including:

  • All Salesforce CRM Content files in libraries they're a member of and in their personal library, regardless of library permissions (API version 17.0 and later).

  • All Chatter files they own, posted on their profile, posted on groups they can see, and shared directly with them (API version 21.0 and later).

• All users can update versions in their personal library.

• The owner of a version or document can update the document if they are a member of the library, regardless of library permissions.

• To update a Salesforce CRM Content document, the user must be a member of the library with one of these library privileges enabled:

  • “Add Content”

  • “Add Content On Behalf of Others”

  • “Manage Library”