Admin Guide / Governance
Organization-wide Defaults (OWDs)
Set OWDs for what users can do, which records and fields they can access, and how access flows between linked records.
Overview
OWDs define the organization-wide "starting point" for access in Rox. They determine which actions users can perform, which records and fields they can access, and how access flows between linked records.
For more precise control over specific teams, roles, or users, you can add Pods, Pod hierarchies, Permission Sets, and sharing on top of these defaults.
How OWDs work
Baselines contains three baseline layers and one access-flow control:
Resource baseline: Controls what users can do with a "type" of data. For example, users may be allowed to read Accounts but not delete them.
Record baseline: Controls which specific records users can access. For example, users may see only their own Accounts or every Account in the organization.
Baseline field access: Controls what users can do with information inside an accessible record. For example, users can view every field on accounts, but not edit them.
Parent-child access cascade: Extends access from a parent record to its linked records. For example, access to an Account can also grant access to its linked Deals.
Configure baselines
Before you begin, confirm you can manage Governance settings.
1. Open Baselines
Open your profile menu at the bottom left of Rox and select Governance. In the console’s left sidebar, select Baselines under Permissions.
2. Configure the Resource baseline
Select the actions every user can perform for each resource type, then click on "Save".
3. Configure Record baseline
Scroll down and choose the default record access for each resource type. Changes are saved automatically.
4. Configure Baseline field access
Scroll down and choose whether fields on accessible records are Editable, Read-only, or Hidden. Changes save automatically.
5. Configure Parent-child access cascade
Add or activate a flow rule to extend access from a parent record to its linked child records.
Click on "Add flow rule".
Choose the parent and child resource types. Choose the Cascade Access Level. Then, select Add flow rule
You can enable or disable access flow rules by using the toggle.
How Rox combines these settings
Each setting answers a different access question:
Resource baseline: Can the user perform this action on this type of data?
Record baseline: Can the user access this specific record?
Baseline field access: Can the user view or edit this field?
Rox evaluates the required layers together before allowing an action. Permission at one layer does not automatically unlock another. For example, permission to update Deals does not allow a user to edit every Deal, and access to a Deal does not make every field editable.
To edit the Amount on a Deal, the user needs Update access to Deals, Edit access to that specific Deal, and Editable access to the Amount field.
Best practices
Start with Private record baseline. Users can still access records they own or receive through Pods, hierarchies, and sharing. Use public access only when every user genuinely needs it, because it raises the minimum access across the org and weakens the principle of least privilege.
Use Editable field baseline for a simple starting point. Users can edit a field only when they also have Update access to the resource type and Edit or Full access to the record.
For fine-grained field security, set the field baseline to Hidden for that resource type, then grant access to specific fields through Permission Sets.
Keep Account → Email and Account → Event cascade active in-case you want any user to be able to see all activities related to an Account that they have access to.