Permissions Release Notes: Data Mapping Automation (Summer '26 - Current)

This article consolidates all permissions release notes for Data Mapping Automation since the OneTrust 202606.1.0 release, providing a single reference point for changes that impact roles, access, and permissions. Each section below corresponds to a release version and includes permissions release notes announced for the product in the respective release. The absence of a release below indicates that there were no permissions release notes announced for the product for that release. For details on permissions release notes across the platform, see Permissions Release Notes Catalog.

Important:

Starting in the OneTrust 202601.1.0 release, permissions release notes related to this product will be exclusively published in this article. If permissions release notes exist, the following note will appear within the Permissions section for the respective product on the myOneTrust Release Notes page with a link to this article:

"Permission changes have been implemented to improve platform usability and administrative efficiency. For more information, see Permissions Release Notes: [Product Name]. For a complete list of products with permission updates in this release, see Permissions Release Notes Catalog."

October 16, 2026 - 202610.1.0

New Permissions

The following permissions have been added to the platform and have been granted to system and custom roles as defined below:

Note: The permissions listed below belong to the Reports and dashboards permission group.

Permission name

Explanation of changes

System roles

Custom roles

View projects column report

The View project column report permission has been added and now controls users' ability to view project column reports.

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, Enterprise Policy Manager, ERM Manager, ESG Manager, Exchange Manager, Incidents Manager, IT Risk Manager, Policy Owner, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Vendor Manager

These permissions have been granted to custom roles that were previously assigned the Reports view and View advanced fields for projects permissions.

View projects PDF report

The View projects PDF report permission has been added and now controls users' ability to view project PDF reports.

Create/update/delete projects column report

The Create/update/delete projects column report permission has been added and now controls users' ability to create, update, and delete project column reports.

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, Enterprise Policy Manager, ERM Manager, ESG Manager, Exchange Manager, Incidents Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Vendor Manager

These permissions have been granted to custom roles that were previously assigned the Reports create and View advanced fields for projects permissions.

Create/update/delete projects PDF report

The Create/update/delete projects PDF report permission has been added and now controls users' ability to create, update, and delete project PDF reports.

Unlinked Permissions

The following permissions have been unlinked and will no longer be added or removed automatically from the custom role during configuration as defined below.

Note: The permissions listed below belong to the Custom object management permission group.

Permission name

Explanation of changes

Create project tasks

When the Create project tasks permission is added to the custom role, the Create project tasks attachments and Create project tasks comments permissions will no longer be automatically added. Each permission is now standalone and must be explicitly added to the custom role.

Edit project tasks

When the Edit project tasks permission is added to the custom role, the Create project tasks attachments and Create project tasks comments permissions will no longer be automatically added. Each permission is now standalone and must be explicitly added to the custom role.

Delete project tasks

When the Delete project tasks permission is added to the custom role, the Delete project tasks attachments permission will no longer be automatically added. Each permission is now standalone and must be explicitly added to the custom role.

Create project tasks attachments

When the Create project tasks attachments permission is added to the custom role, the View project tasks permission will no longer be automatically added. Each permission is now standalone and must be explicitly added to the custom role.

Delete project tasks attachments

When the Delete project tasks attachments permission is added to the custom role, the View project tasks permission will no longer be automatically added. Each permission is now standalone and must be explicitly added to the custom role.

Create project tasks comments

When the Create project tasks attachments permission is added to the custom role, the View project tasks permission will no longer be automatically added. Each permission is now standalone and must be explicitly added to the custom role.

Removed Permissions
The following permissions have been removed from the platform or removed from select system roles as defined below:

Permission name

Explanation of change

Assign project record admin

The Assign project record admin permission has been removed from the platform, which impacts the following system roles:

AI Governance Manager, Data Mapping Automation Manager, Site Admin

Assign project editor

The Assign project editor permission has been removed from the platform, which impacts the following system roles:

AI Governance Manager, Data Mapping Automation Manager, Site Admin

Assign project viewer

The Assign project viewer permission has been removed from the platform, which impacts the following system roles:

AI Governance Manager, Data Mapping Automation Manager, Site Admin

September 4, 2026 - 202609.1.0

New Permissions

The following permissions have been added to the platform and have been granted to system and custom roles as defined below:

Note:

The permissions listed below belong to the Custom object management permission group.

Permission name

Explanation of changes

System roles

Custom roles

View project saved views

The View project saved views permission has been added and now controls users’ ability to view saved views for projects.

These permissions have been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, Enterprise Policy Manager, ERM Manager, ESG Manager, Exchange Manager, Incidents Manager, IT Risk Approver, IT Risk Manager, Managed Service Provider, Policy Owner, Privacy Officer, Privacy Program Auditor, Site Admin, Tech Risk & Compliance Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Vendor Manager, Vendorpedia Assessment Coordinator

These permissions have been granted to custom roles that were previously assigned the View advanced fields for projects permission.

Create project saved views

The Create project saved views permission has been added and now controls users’ ability to create saved views for projects.

Edit project saved views

The Edit project saved views permission has been added and now controls users’ ability to edit saved views for projects.

Delete project saved views

The Delete project saved views permission has been added and now controls users’ ability to delete saved views for projects.

Create project tasks attachments

The Create project tasks attachments permission has been added and now controls users’ ability to create attachments for project tasks.

These permissions have been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

This permission has not been granted to custom roles by default but can be configured.

Delete project tasks attachments

The Delete project tasks attachments permission has been added and now controls users’ ability to delete attachments for project tasks.

Create project tasks comments

The Create project tasks comments permission has been added and now controls users’ ability to add comments to project tasks.

Linked Permissions

The following permissions have been linked and will be automatically added or removed from the custom role during configuration as defined below. For more information, see Understanding Linked Permissions.

Permission name

Explanation of changes

Delete asset certificates

  • When the Delete asset certificates permission is added to the custom role, the View certificates for assets permission will be automatically added.

Delete vendor certificates

  • When the Delete vendor certificates permission is added to the custom role, the View vendor certificates permission will be automatically added.

View advanced fields for projects

  • When the View advanced fields for projects permission is added to the custom role, the following permissions will be automatically added:

    • View project saved views

    • Create project saved views

    • Edit project saved views

    • Delete project saved views

  • When the View advanced fields for projects permission is removed from the custom role, the View project saved views permission will be automatically removed.

Create issues

  • When the Create issues permission is added to the custom role, the following permissions will be automatically added:

    • Create asset issues

    • Create processing activity issues

    • Create entity issues

    • Create vendor issues

  • When the Create issues permission is removed from the custom role, the following permissions will be automatically removed:

    • Create asset issues

    • Create processing activity issues

    • Create entity issues

    • Create vendor issues

Link to issues

  • When the Link to issues permission is added to the custom role, the following permissions will be automatically added:

    • Link issues to assets

    • Link issues to processing activities

    • Link issues to entities

    • Link issues to vendors

  • When the Link to issues permission is removed from the custom role, the following permissions will be automatically removed:

    • Link issues to assets

    • Link issues to processing activities

    • Link issues to entities

    • Link issues to vendors

View project tasks

  • When the View project tasks permission is removed from the custom role, the following permissions will be automatically removed:

    • Create project tasks attachments

    • Delete project tasks attachments

    • Create project tasks comments

Create project tasks

  • When the Create project tasks permission is added to the custom role, the following permissions will be automatically added:

    • Create project tasks attachments

    • Create project tasks comments

  • When the Create project tasks permission is removed from the custom role, the following permissions will be automatically removed:

    • Create project tasks attachments

    • Create project tasks comments

Edit project tasks

  • When the Edit project tasks permission is added to the custom role, the following permissions will be automatically added:

    • Create project tasks attachments

    • Create project tasks comments

Delete project tasks

  • When the Delete project tasks permission is added to the custom role, the Delete project tasks attachments permission will be automatically added.

  • When the Delete project tasks permission is removed from the custom role, the Delete project tasks attachments permission will be automatically removed.

Unlinked Permissions

The following permissions have been unlinked and will no longer be added or removed automatically from the custom role during configuration as defined below.

Permission name

Explanation of changes

Delete asset attachments

When the Delete asset attachments permission is added to the custom role, the Edit assest attachments permission will no longer be automatically added. Each permission is now standalone and must be explicitly added to the custom role.

Removed Permissions

The following permissions have been removed from the platform or removed from select system roles as defined below:

Permission name

Explanation of change

View projects

The View projects permission has been removed from the following system roles where it was incorrectly assigned:

Assessments Manager, Compliance Manager, ERM Manager, Invited, Incidents Manager, IT Risk Approver, Project Respondent, Project Owner, Privacy Program Auditor, Data Access and Usage Manager, Data Governance Manager, Vendorpedia Assessment Coordinator

Projects object read

The Projects object read permission has been removed from the following system roles where it was incorrectly assigned:

Assessments Manager, Compliance Manager, ERM Manager, Invited, Incidents Manager, IT Risk Approver, Project Respondent, Project Owner, Privacy Program Auditor, Data Access and Usage Manager, Data Governance Manager, Vendorpedia Assessment Coordinator

View advanced fields for projects

The View advanced fields for projects permission has been removed from the following system roles where it was incorrectly assigned:

Assessments Manager, Compliance Manager, ERM Manager, Invited, Incidents Manager, IT Risk Approver, Project Respondent, Project Owner, Privacy Program Auditor, Data Access and Usage Manager, Data Governance Manager, Vendorpedia Assessment Coordinator

View basic fields for projects

The View basic fields for projects permission has been removed from the following system roles where it was incorrectly assigned:

Assessments Manager, Compliance Manager, ERM Manager, Invited, Incidents Manager, IT Risk Approver, Project Respondent, Project Owner, Privacy Program Auditor, Data Access and Usage Manager, Data Governance Manager, Vendorpedia Assessment Coordinator

View project workflow

The View project workflow permission has been removed from the following system roles where it was incorrectly assigned:

Assessments Manager, Compliance Manager, ERM Manager, Invited, Incidents Manager, IT Risk Approver, Project Respondent, Project Owner, Privacy Program Auditor, Data Access and Usage Manager, Data Governance Manager, Vendorpedia Assessment Coordinator

Create project risks

The Create project risks permission has been removed from the following system roles where it was incorrectly assigned:

ERM Manager, Incidents Manager, IT Risk Approver, Data Access and Usage Manager, Data Governance Manager

View project risks

The View project risks permission has been removed from the following system roles where it was incorrectly assigned:

ERM Manager, Incidents Manager, IT Risk Approver, Data Access and Usage Manager, Data Governance Manager

Custom object read

The Custom object read permission has been removed from the Invited system role where it was incorrectly assigned.

Assign asset editor

The Assign asset editor permission has been removed from the platform. There is no impact to system or custom roles.

Assign asset record admin

The Assign asset record admin permission has been removed from the platform. There is no impact to system or custom roles.

Assign asset viewer

The Assign asset viewer permission has been removed from the platform. There is no impact to system or custom roles.

Assign entity editor

The Assign entity editor permission has been removed from the platform. There is no impact to system or custom roles.

Assign entity record admin

The Assign entity record admin permission has been removed from the platform. There is no impact to system or custom roles.

Assign entity viewer

The Assign entity viewer permission has been removed from the platform. There is no impact to system or custom roles.

Assign processing activity editor

The Assign processing activity editor permission has been removed from the platform. There is no impact to system or custom roles.

Assign processing activity record admin

The Assign processing activity record admin permission has been removed from the platform. There is no impact to system or custom roles.

Assign processing activity viewer

The Assign processing activity viewer permission has been removed from the platform. There is no impact to system or custom roles.

Assign vendor editor

The Assign vendor editor permission has been removed from the platform. There is no impact to system or custom roles.

Assign vendor record admin

The Assign vendor record admin permission has been removed from the platform. There is no impact to system or custom roles.

Assign vendor viewer

The Assign vendor viewer permission has been removed from the platform. There is no impact to system or custom roles.

June 26, 2026 - 202606.2.0

TheProjectsitem on the navigation menu will now be visible toData Mapping Automationusers by default regardless of whether they have permission to view that object. However, users will not be able to view information on theProjectsscreen without the necessary permissions.

New Permissions

The following permissions have been added to the platform and have been granted to system and custom roles as defined below:

Note:

The permissions listed below belong to the Custom object management permission group.

Permission name

Explanation of changes

System roles

Custom roles

View basic fields for projects

The View basic fields for projects permission has been added to give users the ability to view project fields.

This permission has been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, ERM Manager, ESG Manager, Enterprise Policy Manager, Exchange Manager, IT Risk Approver, IT Risk Manager, Incidents Manager, Invited, Managed Service Provider, Policy Owner, Privacy Officer, Privacy Program Auditor, Project Owner, Project Respondent, Site Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Tech Risk & Compliance Admin, Vendor Manager, Vendorpedia Assessment Coordinator

This permission has been granted to custom roles that were previously assigned the Projects object read or Projects view permissions.

View project workflow

The View project workflow permission has been added to give users the ability to view worksflows in projects.

This permission has been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, ERM Manager, ESG Manager, Enterprise Policy Manager, Exchange Manager, IT Risk Approver, IT Risk Manager, Incidents Manager, Invited, Managed Service Provider, Policy Owner, Privacy Officer, Privacy Program Auditor, Project Owner, Project Respondent, Site Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Tech Risk & Compliance Admin, Vendor Manager, Vendorpedia Assessment Coordinator

These permissions have been granted to custom roles that were previously assigned any of the following permissions:

  • Projects object read

  • Custom object read

  • Custom object update

Edit project workflow

The Edit project workflow permission has been added to give users the ability to edit workflows in projects.

This permission has been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

This permission has been granted to custom roles that were previously assigned the Projects object update or Custom object update permissions.

View project risks

The View project risks permission has been added and now controls users’ ability to view project risks.

This permission has been granted to the following system roles:

AI Governance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, ERM Manager, ESG Manager, Enterprise Policy Manager, Exchange Manager, IT Risk Approver, IT Risk Manager, Incidents Manager, Managed Service Provider, Policy Owner, Privacy Officer, Site Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Tech Risk & Compliance Admin, Vendor Manager

This permission has been granted to custom roles that were previously assigned the Projects object read or Object risk views permissions.

Create project risks

The Create project risks permission has been added and now controls users’ ability to create project risks.

This permission has been granted to the following system roles:

AI Governance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, ERM Manager, ESG Manager, Enterprise Policy Manager, Exchange Manager, IT Risk Approver, IT Risk Manager, Incidents Manager, Managed Service Provider, Policy Owner, Site Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Tech Risk & Compliance Admin, Vendor Manager

This permission has been granted to custom roles that were previously assigned the Projects object add or Create risks permissions.

Unlink project risks

The Unlink project risks permission has been added and now controls users’ ability to unlink project risks.

This permission has been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

This permission has been granted to custom roles that were previously assigned the Projects object update or Object risks delete permissions.

Create project assessments

The Create project assessments permission has been added and now controls users’ ability to create project assessments.

These permissions have been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

This permission has been granted to custom roles that were previously assigned the Assessments launch permission.

View project assessments

The View project assessments permission has been added and now controls users' ability to view project assessments.

This permission has been granted to custom roles that were previously assigned the Object assessments view permission.

Unlink project assessments

The Unlink project assessments permission has been added and now controls users' ability to unlink project assessments.

This permission has been granted to custom roles that were previously assigned the Object assessments link permission.

Link project assessments

The Link project assessments permission has been added and now controls users' ability to link project assessments.

This permission has been granted to custom roles that were previously assigned the Object assessments link permission.

View project controls

The View project controls permission has been added and now controls users’ ability to view project controls.

These permissions have been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

This permission has been granted to custom roles that were previously assigned the Object controls view permission.

Create project controls

The Create project controls permission has been added and now controls users' ability to create project controls.

This permission has been granted to custom roles that were previously assigned the Custom object controls add permission.

Unlink project controls

The Unlink project controls permission has been added and now controls users' ability to unlink project controls.

This permission has been granted to custom roles that were previously assigned the Object controls delete permission.

Change project workflow stage

The Change project workflow stage permission has been added and now controls users' ability to change the workflow stage of a project.

This permission has been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

This permission has been granted to custom roles that were previously assigned the Object workflows advance permission.

Split Permissions

The following permissions have been split for more granular and precise access controls and have been granted to system and custom roles as defined below:

Note:

The permissions listed below belong to the Custom object management permission group.

Old permission name

New permission name

System roles

Custom roles

Projects object read

View project activity

This permission has been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

These permissions have been granted to custom roles that were previously assigned the Projects object read permission.

View projects

This permission has been granted to the following system roles:

AI Governance Manager, Assessments Manager, Compliance Manager, Data Access and Usage Manager, Data Governance Manager, Data Mapping Automation Manager, ERM Manager, ESG Manager, Enterprise Policy Manager, Exchange Manager, IT Risk Approver, IT Risk Manager, Incidents Manager, Invited, Managed Service Provider, Policy Owner, Privacy Officer, Privacy Program Auditor, Project Owner, Project Respondent, Site Admin, TPDD Admin, TPDD Compliance Manager, TPDD Enhanced Due Diligence Requester, Tech Risk & Compliance Admin, Vendor Manager, Vendorpedia Assessment Coordinator

Projects object document add

Create project attachments

These permissions have been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

These permissions have been granted to custom roles that were previously assigned the Projects object document add permission.

Edit project attachments

ProjectsObjectCommentsAdd

View project comments

These permissions have been granted to the following system roles:

AI Governance Manager, Data Mapping Automation Manager, IT Risk Manager, Privacy Officer, Site Admin, Tech Risk & Compliance Admin, Vendor Manager

These permissions have been granted to custom roles that were previously assigned the ProjectsObjectCommentsAdd permission.

Create project comments

Linked Permissions

The following permissions have been linked and will be automatically added or removed from the custom rule during configuration as defined below. For more information, see Understanding Linked Permissions.

Note:

The permissions listed below belong to the Custom object management permission group.

Permission name

Explanation of changes

Add related objects to projects

  • When the Add related objects to projects permission is added to the custom role, the Add link permission will be automatically added.

Remove related objects from projects

  • When the Remove related objects from projects permission is added to the custom role, the Link delete permission will be automatically added.

View project related objects

  • When the View project related objects permission is added to the custom role, the Link read permission will be automatically added.

Edit project related objects

  • When the Edit project related objects permission is added to the custom role, the Link update permission will be automatically added.

Custom object type read

  • When any of the permissions listed below are added to the custom role, the Custom object type read permission will be automatically added:

    • Create attribute groups for projects

    • Delete attribute groups for projects

    • Edit attribute groups for projects

    • View attribute groups for projects

    • Create project attributes

    • Edit project attributes

    • Export project attributes

    • View project attributes

    • View project workflows

    • Edit project workflows

Object workflows manage

  • When any of the permissions listed below are added to the custom role, the Object workflows manage permission will be automatically added:

    • Create project workflows

    • Delete project workflows

    • Edit project workflows

View project workflows

  • When the View project workflows permission is added to the custom role, the Object workflows view permission will be automatically added.

View projects

  • When the View projects permission is added to the custom role, the View basic fields for projects and the View project workflow permissions will be automatically added.

  • When the View projects permission is removed from the custom role, the View basic fields for projects and the View project workflow permissions will be automatically removed.

Create projects

  • When the Create projects permission is added to the custom role, the Edit projects permission will be automatically added.

Delete projects

  • When the Delete projects permission is added to the custom role, the Edit projects permission will be automatically added.

Edit project attachments

  • When the Edit project attachments permission is added to the custom role, the Custom object add document permission will be automatically added.

  • When the Edit project attachments permission is removed from the custom role, the Custom object add document permission will be automatically removed.

Create project tasks

  • When the Create project tasks permission is added to the custom role, the Custom object task view permission will be automatically added.

  • When the Create project tasks permission is removed from the custom role, the Custom object task view permission will be automatically removed.

Create project comments

  • When the Create project comments permission is added to the custom role, the View project comments permission will be automatically added.

Create project risks

  • When the Create project risks permission is added to the custom role, the View project risks permission will be automatically added.

Create project assessments

  • When the Create project assessments permission is added to the custom role, the Assessments launch permission will be automatically added.

  • When the Create project assessments permission is removed from the custom role, the Assessments launch permission will be automatically removed.

View project assessments

  • When the View project assessments permission is added to the custom role, the Object assessments view permission will be automatically added.

  • When the View project assessments permission is removed from the custom role, the Object assessments view permission will be automatically removed.

Unlink project assessments

  • When the Unlink project assessments permission is added to the custom role, the Object assessments link permission will be automatically added.

  • When the Unlink project assessments permission is removed from the custom role, the Object assessments link permission will be automatically removed.

Link project assessments

  • When the Link project assessments permission is added to the custom role, the Object assessments link permission will be automatically added.

  • When the Link project assessments permission is removed from the custom role, the Object assessments link permission will be automatically removed.

View project controls

  • When the View project controls permission is added to the custom role, the Object controls view permission will be automatically added.

  • When the View project controls permission is removed from the custom role, the Object controls view permission will be automatically removed.

Create project controls

  • When the Create project controls permission is added to the custom role, the Custom object controls add permission will be automatically added.

  • When the Create project controls permission is removed from the custom role, the Custom object controls add permission will be automatically removed.

Unlink project controls

  • When the Unlink project controls permission is added to the custom role, the Object controls delete permission will be automatically added.

  • When the Unlink project controls permission is removed from the custom role, the Object controls delete permission will be automatically removed.

View basic fields for projects

  • When the View basic fields for projects permission is added to the custom role, the View projects permission will be automatically added.

  • When the View basic fields for projects permission is removed from the custom role, the View projects permission will be automatically removed.

View project workflow

  • When the View project workflow permission is added to the custom role, the Custom object read permission will be automatically added.

  • When the View project workflow permission is removed from the custom role, the Custom object read permission will be automatically removed.

Edit project workflow

  • When the Edit project workflow permission is added to the custom role, the Custom object update permission will be automatically added.

  • When the Edit project workflow permission is removed from the custom role, the Custom object update permission will be automatically removed.

Change project workflow stage

  • When the Change project workflow stage permission is added to the custom role, the Object workflows advance and Custom object update permissions will be automatically added.

  • When the Change project workflow stage permission is removed from the custom role, the Object workflows advance and Custom object update permissions will be automatically removed.

Renamed Permissions

The following permissions have been renamed to improve clarity on the actions associated with each individual permission. No changes have been made to permission functionality.

Note:

The permissions listed below belong to the Custom object management permission group.

Old permission name

New permission name

Projects object type read

View projects type

Projects object type update

Edit projects type

Projects object add

Create projects

Projects object update

Edit projects

Projects object delete

Delete projects

Projects object document view

View project attachments

Projects object document delete

Delete project attachments

Projects object task view

View project tasks

Projects object task add

Create project tasks

Projects object task edit

Edit project tasks

Projects object task delete

Delete project tasks

Custom link type read

View object relationship types

Custom link type add

Create object relationship types

Custom link type update

Edit object relationship types

Projects object export

Export projects

Projects object bulk add

Bulk create projects

Projects object bulk update

Bulk edit projects

Projects bypass required approvals

Bypass workflow approvers for projects

Removed Permissions

The following permissions have been removed from the platform or removed from select system roles as defined below:

Note:

The permission listed below belonged to the Custom object management permission group.

Permission name

Explanation of change

permission.name.ProjectsObjectCommentDelete

The permission.name.ProjectsObjectCommentDelete permission has been removed from the platform. There is no impact to system or custom roles.

June 5, 2026 - 202606.1.0

Linked Permissions

The following permissions have been linked and will be automatically added or removed from the custom rule during configuration as defined below. For more information, see Understanding Linked Permissions.

Permission name

Explanation of changes

View asset attachments

  • When the View asset attachments permission is added to the custom role, the following permissions will be automatically added:

    • Create asset attachments

    • Delete asset attachments

    • Edit asset attachments

    • Download asset attachments

Note:

The Download asset attachments permission can no longer be configured for custom roles and will be automatically managed via the View asset attachments permission.

View entity attachments

  • When the View entity attachments permission is added to the custom role, the following permissions will be automatically added:

    • Create entity attachments

    • Delete entity attachments

    • Edit entity attachments

    • Download entity attachments

Note:

The Download entity attachments permission can no longer be configured for custom roles and will be automatically managed via the View entity attachments permission.

View processing activity attachments

  • When the View processing activity attachments permission is added to the custom role, the following permissions will be automatically added:

    • Create processing activity attachments

    • Delete processing activity attachments

    • Edit processing activity attachments

    • Download processing activity attachments

Note:

The Download processing activity attachments permission can no longer be configured for custom roles and will be automatically managed via the View processing activity attachments permission.

View vendor attachments

  • When the View vendor attachments permission is added to the custom role, the following permissions will be automatically added:

    • Create vendor attachments

    • Delete vendor attachments

    • Edit vendor attachments

    • Download vendor attachments

Note:

The Download vendor attachments permission can no longer be configured for custom roles and will be automatically managed via the View vendor attachments permission.

Create asset attachments

  • When the Create asset attachments permission is added to the custom role, the Upload asset attachments permission will be automatically added.

  • When the Edit asset attachments permission is added to the custom role, the Upload asset attachments permission will be automatically added.

Note:

The Upload asset attachments permission can no longer be configured for custom roles and will be automatically managed via the Create asset attachments permission or the Edit asset attachments permission.

Edit asset attachments

Create entity attachments

  • When the Create entity attachments permission is added to the custom role, the Upload entity attachments permission will be automatically added.

  • When the Edit entity attachments permission is added to the custom role, the Upload entity attachments permission will be automatically added.

Note:

The Upload entity attachments permission can no longer be configured for custom roles and will be automatically managed via the Create entity attachments permission or the Edit entity attachments permission.

Edit entity attachments

Create processing activity attachments

  • When the Create processing activity attachments permission is added to the custom role, the Upload processing activity attachments permission will be automatically added.

  • When the Edit processing activity attachments permission is added to the custom role, the Upload processing activity attachments permission will be automatically added.

Note:

The Upload processing activity attachments permission can no longer be configured for custom roles and will be automatically managed via the Create processing activity attachments permission or the Edit processing activity attachments permission.

Edit processing activity attachments

Create vendor attachments

  • When the Create vendor attachments permission is added to the custom role, the Upload vendor attachments permission will be automatically added.

  • When the Edit vendor attachments permission is added to the custom role, the Upload vendor attachments permission will be automatically added.

Note:

The Upload vendor attachments permission can no longer be configured for custom roles and will be automatically managed via the Create vendor attachments permission or the Edit vendor attachments permission.

Edit vendor attachments