Privileges for Customization

System Administrator and System Customizer security roles

Anyone who customizes will have the System Administrator or System Customizer security role associated with their account. These security roles give you the permissions you need to customize the app.

SYSTEM ADMINISTRATOR AND SYSTEM CUSTOMIZER SECURITY ROLES

System Administrator	System Customizer
Has full permission to customize the system	Has full permission to customize the system
Can view all data in the system	Can only view records for system entities that they create

The difference between the System Administrator and System Customizer security roles is that a system administrator has read privileges on most records in the system and can see everything. Assign the System Customizer role to someone who needs to perform customization tasks but shouldn’t see any data in the system entities. However, testing is an important part of customizing the system. If system customizers can’t see any data, they will need to create records to test their customizations. By default, system customizers have full access to custom entities. If you want to have the same limitations that exist for system entities, you’ll need to adjust the system customizer security role so that the access level is User rather than Organization for custom entities.