Permissions & Access

AppColab Grid ships with two permission sets. Use them to control who can build grids and who can just use them.

The two permission sets

Permission Set Assign to Gives access to
Appcolab_Grid_Admin Admins who configure grids Grid Browser, Grid Definition, Grid Administration tabs; full CRUD on Grid_Definition__c; edit/activate grids; load samples.
Appcolab_Grid_User Everyone who opens a grid Grid Browser tab; read on Grid_Definition__c; read/edit on their own User_Preference__c records.

Grids also respect field-level security and object access of the underlying data. A user who does not have read access to Opportunity cannot see an Opportunity grid's data, no matter which permission set they have.

Assign a permission set

  1. Go to Setup → Users → Permission Sets.
  2. Open the permission set (for example, Appcolab_Grid_User).
  3. Click Manage Assignments → Add Assignments.
  4. Select the users and click Assign.

Permission Sets

Manage Assignments

User Assignments

Plan access like this

  • Business admins / power usersAppcolab_Grid_Admin.
  • Regular end usersAppcolab_Grid_User only.
  • Integration users / system accounts → usually don't need either unless they render a grid programmatically.

What AppColab Grid does NOT change

  • It does not grant users access to underlying objects or fields. That's governed by profiles, permission sets, and field-level security as usual.
  • It does not override sharing rules. Users see only rows they can see in a standard list view.
  • It does not auto-grant read on Grid_Definition__c to everyone — users without one of the AppColab permission sets will not see grids in the Grid Browser.

Security notes

  • All grid queries and DML run in user mode, honoring CRUD, FLS, and sharing.
  • All queries use bind variables — no SOQL injection risk from user-supplied filters.
  • An Apex action (GridApexActionInterface) runs in the context of the user invoking it, not as a privileged user, unless you explicitly make the class without sharing.

Common access issues

  • User can't see the Grid Browser tab — profile doesn't have tab access. Assign the permission set or add the tab to their app.
  • User can open Grid Browser but sees no grids — the grids they need may not be active, or the user doesn't have read on the primary object.
  • User can see a grid but no rows — sharing rules restrict the data, or the admin filter excludes their records.
  • Custom Apex action fails silently — the class probably isn't granted via the permission set. Add Apex class access to Appcolab_Grid_User or a shared permission set.
Phone

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Email

Office: admin@appcolab.com

Site: https://appcolab.com

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