Certain Salesforce users will only require access to the Portfolio side of the application. To this end, we have created a profile 'Aduro Portfolio User' that we would like to incorporate into our next package rollout so that we can easily assign this profile in the future without creating it manually.
Link to profile created within the Dev org: https://ap1.salesforce.com/00e90000001yzgL?setupid=EnhancedProfiles
Additionally, would we need to add a separate layout for these objects to hide the buttons or can they be removed from a users layout by removing certain permissions?
- Edit Contact Roles button on Investment Vehicles
- Activities buttons on the Contact related list
- All custom buttons on the Fund layout (Capital Call etc.)
