UPV-Security Profile - JoseHCanos doc 2025

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Security profiles are the primary way that Vault applies permission sets to individual users. Permission sets grant users the ability to view or edit certain Admin areas, or to access certain end user features. This article explains how to create and manage custom profiles and custom permission sets.
Use a WildFire analysis profile to enable forwarding of unknown files or email links for WildFire analysis. Specify files to be forwarded for analysis based on application, file type, and transmission direction (upload or download).
Permission precedence determines which security profile components to consider when the system displays events in the Log Activity tab and flows in the Network Activity tab.
Also known as security documents. The loan documents in a secured loan transaction which secure the borrowers obligations to the lender under the loan agreement.
Permission sets are, as the name implies, a set of additional CRED permissions that can be applied to different profiles. Typically they are task-based and related to different Objects and managed packages. For example, Sales users may be assigned a permission set giving them access to a CPQ app to generate quotes.
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While Security policy rules enable you to allow or block traffic on your network, Security Profiles help you define an allow but scan rule, which scans allowed applications for threats, such as virus, malware, spyware, and DDoS attacks.
Security profiles are the primary way that Vault applies permission sets to individual users. Permission sets grant users the ability to view or edit certain Admin areas, or to access certain end user features.
In Vault, permission sets are a way to group permissions together. Security profiles or user roles then use the permission sets to grant or restrict users access to certain features, particularly system administration functions such as user management or object record creation.