Support Center

Leadership Development Setup

Last Updated: Apr 03, 2015 08:59AM CDT
If you would like to use the Leadership Development Object there is a small amount of setup.

Permissions Access

You will want to make sure the right profiles have access to Leadership Development and others don't. 
To do this, navigate to the Setup Menu>Manage Users>Profiles
Click on the profile you would like to have access to this object and click on the link for Object Settings. Now locate the object called Leadership Development. On that page you will want to click Edit.
In the Object Permissions section, you will want to check the boxes you think should apply to this profile. If you want the profile to only be able to read Leadership Developments but not create, edit, delete etc. Only have the Read permission enabled. 
In the Field Permissions you also have the opportunity to limit access for specific fields.
If you want to take away access for a profile, follow all the steps above except when you get to the page below uncheck all the options in the Object Permissions.

Add to Contact Page Layouts

If you would like to see related prayer requests on the contact page, you will need to add the object to the Contact Page Layout
1. Navigate to a Contact Record and click on the link at the top right to Edit Layout
2. Scroll down the page to the related list section
3. Click on the Related List section in the Layout Editor
4. Drag the Leadership Development and Leadership Development (Sponsor) object down to where you would like it in the related list section

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