> For the complete documentation index, see [llms.txt](https://docs.valorx.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.valorx.com/valorx-wave/wave-admin-and-control/enterprise-control.md).

# Enterprise Control

## What is Enterprise Control?

Grid Controls give Admins and Designers precise, grid-level authority over what Standard Users can see and do inside any grid. Rather than applying blanket restrictions across the entire application, Grid Controls let you tailor the experience per grid so different teams, workflows, or data objects can each have exactly the right level of access.

{% hint style="info" %}
**Who Can Configure Grid Controls**

Grid Controls can be set by Admins and Designers. Standard Users cannot access this screen
{% endhint %}

<figure><img src="/files/uxjhZVjuUfTEU30mWzDY" alt=""><figcaption><p>Enterprise Control</p></figcaption></figure>

### How to Access Grid Controls

The path to Grid Controls differs between the two products. Follow the steps for the product you are using.

#### Wave Embedded

**Option 1** — From the Wave Dashboard

<figure><img src="/files/xtTVn2A4qa6QeWmRchMj" alt=""><figcaption></figcaption></figure>

**Option 2** — Via the Grid Wizard (create or edit a grid)

<figure><img src="/files/sKbYzmlzPWgemsj4uCaL" alt=""><figcaption></figcaption></figure>

#### Wave Extension

<figure><img src="/files/h5dy2gh2XTraoYQjvGXB" alt=""><figcaption></figcaption></figure>

## Grid Controls — Side-by-Side Comparison

The table below shows every Grid Control and whether it is available in Wave Extension, Wave Embedded, or both.

<table data-header-hidden><thead><tr><th width="101" valign="top"></th><th width="93" valign="top"></th><th width="207" valign="top"></th><th width="89" valign="top"></th><th valign="top"></th></tr></thead><tbody><tr><td valign="top">Legend:</td><td valign="top"><mark style="color:$success;">✔  Yes</mark></td><td valign="top">Available in this product</td><td valign="top"><mark style="color:red;">✗  No</mark></td><td valign="top">Not available in this product</td></tr></tbody></table>

#### TOOLBAR

<table><thead><tr><th width="380" valign="top">Feature / Control</th><th width="193" align="center" valign="middle">Wave Embedded</th><th align="center" valign="middle">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow editing filters</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">   <em>↳ Hide filters in toolbar (when OFF)</em><br>   <em>↳ Filter display mode (Hidden / Icon only / Icon + Label)</em></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr><tr><td valign="top">Allow editing rules</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">   <em>↳ Hide rules in toolbar (when OFF)</em><br>   <em>↳ Rules display mode (Hidden / Icon only / Icon + Label)</em></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr><tr><td valign="top">Group<br>   <em>↳ Hide group in toolbar</em> <br>   <em>↳ Group display mode (Hidden / Icon only / Icon + Label)</em></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Allow editing column grouping<br>   <em>↳ Hide column</em> <em>group in toolbar</em> <br>   <em>↳ Column Group display mode (Hidden / Icon only / Icon + Label)</em></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Mass Modifier<br>   <em>↳ Hide Mass Modifier in toolbar</em> <br>   <em>↳ Mass Modifier display mode (Hidden / Icon only / Icon + Label)</em></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Allow editing sort<br>   <em>↳ Sort display mode (Hidden / Icon only)</em></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Layout<br>   <em>↳ Layout display mode (Hidden / Icon only)</em></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr></tbody></table>

#### FIELDS

<table><thead><tr><th width="385" valign="top">Feature / Control</th><th width="189" align="center" valign="middle">Wave Embedded</th><th align="center" valign="middle">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow adding and removing fields</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Allow rearranging fields</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr></tbody></table>

#### 360 SNAP

<table><thead><tr><th width="385" valign="top">Feature / Control</th><th width="189" align="center" valign="middle">Wave Embedded</th><th align="center" valign="middle">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow editing records</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr><tr><td valign="top">Allow adding and removing related lists</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr></tbody></table>

#### RECORDS

<table><thead><tr><th width="385" valign="top">Feature / Control</th><th width="189" align="center" valign="middle">Wave Embedded</th><th align="center" valign="middle">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow adding and cloning records</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Allow deleting records</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Allow importing</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr><tr><td valign="top">Allow exporting</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr><tr><td valign="top">Default Page Size (200–10,000)</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr></tbody></table>

#### DISPLAY OPTIONS

<table><thead><tr><th width="385" valign="top">Feature / Control</th><th width="189" align="center" valign="middle">Wave Embedded</th><th align="center" valign="middle">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow adding related list(s)</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Allow freezing / unfreezing columns</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td></tr><tr><td valign="top">Grid Header Label</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr></tbody></table>

**SAVE OPTIONS**

<table><thead><tr><th width="385" valign="top">Feature / Control</th><th width="189" align="center" valign="middle">Wave Embedded</th><th align="center" valign="middle">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Refresh On Save</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr></tbody></table>

#### ACCESS OPTIONS

<table><thead><tr><th width="385" valign="top">Feature / Control</th><th width="189" align="center" valign="middle">Wave Embedded</th><th align="center" valign="middle">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow creating custom grids</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr><tr><td valign="top">Allow sharing custom grids with all users</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr><tr><td valign="top">Make Grid Read-Only</td><td align="center" valign="middle"><mark style="color:$success;">✔  Yes</mark></td><td align="center" valign="middle"><mark style="color:red;">✗  No</mark></td></tr></tbody></table>

## Section-by-Section Breakdown

The following sections explain each group of controls in detail, with notes on any differences between Wave Embedded and Wave Extension.

<figure><img src="/files/uxjhZVjuUfTEU30mWzDY" alt=""><figcaption><p>Grid Control</p></figcaption></figure>

### Toolbar

Each toolbar item has two independent controls: a permission checkbox that governs whether Standard Users can interact with that feature, and a display mode selector that controls how the button appears in the toolbar.

<figure><img src="/files/JH2TK4b7bTZqJ4KWzxDw" alt=""><figcaption></figcaption></figure>

#### Display Mode

Each toolbar item (except Sort and Layout) supports three display states:

<table><thead><tr><th width="208" valign="top">Control</th><th valign="top">Wave Embedded</th><th valign="top">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Hidden (eye icon)</td><td valign="top">The button is not shown in the toolbar at all.</td><td valign="top"> —</td></tr><tr><td valign="top">Icon only</td><td valign="top">The button shows as an icon with no text label.</td><td valign="top"> —</td></tr><tr><td valign="top">Icon + Label</td><td valign="top">The button shows the icon alongside its text label.</td><td valign="top"> —</td></tr></tbody></table>

#### Per-Item Controls

<table><thead><tr><th width="407" valign="top">Control</th><th valign="top">Wave Embedded</th><th valign="top">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Filter — Allow editing filters</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Filter — Hide when Allow editing filters is OFF</td><td valign="top">Supported</td><td valign="top">—</td></tr><tr><td valign="top">Filter — Display mode</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Rules — Allow editing rules</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Rules — Hide when Allow editing rules is OFF</td><td valign="top">Supported</td><td valign="top">—</td></tr><tr><td valign="top">Rules — Display mode</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Group — Display mode</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Column Group — Allow editing column grouping</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Column Group — Display mode</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Mass Modifier — Display mode</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Sort — Allow editing sort</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Sort — Display mode (Hidden / Icon only)</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Layout — Display mode (Hidden / Icon only)</td><td valign="top">Supported</td><td valign="top">Supported</td></tr></tbody></table>

* Filter — Controls whether Standard Users can edit filters on the grid. When Allow editing filters is ON, filters are interactive. When OFF, filters become read-only. The display mode selector sets whether the Filter button appears as hidden, icon only, or icon + label.
* Rules — Controls whether Standard Users can edit conditional rules on the grid. When Allow editing rules is ON, rules are interactive. When OFF, rules become read-only. The display mode selector sets whether the Rules button appears as hidden, icon only, or icon + label.
* Group — Let users group rows by specific field values. Set the display mode to control whether the Group button is hidden, icon only, or icon + label.
* Column Group — Controls whether users can group data by specific columns. Set the display mode alongside the permission checkbox.
* Mass Modifier — Let users apply bulk edits to multiple records at once. Set the display mode to hidden, icon only, or icon + label.
* Sort — Controls whether Standard Users can sort data using the column headers. Display mode: hidden or icon only.
* Layout — Let users adjust the grid layout. Display mode: hidden or icon only.

{% hint style="info" %}

#### Toolbar Preview

The Toolbar section includes a live Toolbar Preview strip at the bottom. It reflects the current combination of enabled toolbar items so you can confirm the runtime appearance before saving.
{% endhint %}

### [Fields](/valorx-wave/wave-data-management/data-control-and-customization.md#insert-field)&#x20;

<table><thead><tr><th width="286" valign="top">Control</th><th valign="top">Wave Embedded</th><th valign="top">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow adding and removing fields</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Allow rearranging fields</td><td valign="top">Supported</td><td valign="top">Supported</td></tr></tbody></table>

* **Allow adding and removing fields** — Toggle whether users can add new fields to the grid or remove existing ones.
* **Allow rearranging fields** — Toggle whether users can drag and reorder columns.

{% hint style="info" %}
Lock down both controls when you need all users to see a consistent, standardised column layout — for example, a shared sales pipeline view.
{% endhint %}

### 360 Snap

<table><thead><tr><th width="307" valign="top">Control</th><th valign="top">Wave Embedded</th><th valign="top">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow editing records</td><td valign="top">Supported</td><td valign="top">Not available</td></tr><tr><td valign="top">Allow adding and removing related lists</td><td valign="top">Supported</td><td valign="top">Not available</td></tr></tbody></table>

* Allow editing records — (Wave Embedded only) When ON, users can edit records directly within the 360 View panel without leaving the grid.
* Allow adding and removing related lists — (Wave Embedded only) When ON, users can add or remove related list panels shown inside the 360 View panel.

### Records

{% hint style="warning" %}
**Wave Embedded has additional record controls**

Wave Extension supports adding, cloning, and deleting records. Wave Embedded also adds Allow Importing, Allow Exporting, and Default Page Size.
{% endhint %}

<table><thead><tr><th width="336" valign="top">Control</th><th valign="top">Wave Embedded</th><th valign="top">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow adding and cloning records</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Allow deleting records</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Allow <a href="/pages/7XrNrfhaYS4GHf234suB#import-data">importing</a></td><td valign="top">Supported</td><td valign="top">Not available</td></tr><tr><td valign="top">Allow <a href="/pages/7XrNrfhaYS4GHf234suB#export-data">exporting</a></td><td valign="top">Supported</td><td valign="top">Not available</td></tr><tr><td valign="top"><a href="/pages/PvXNu2ZBKtLMU4QrnKJ6#records-pagination">Default Page Size</a></td><td valign="top">Supported</td><td valign="top">Not available</td></tr></tbody></table>

* Allow adding and cloning records — Let users create new records or duplicate existing ones directly from the grid.
* Allow deleting records — Let users delete records within the grid.
* Allow importing — (Wave Embedded only) Let users import records from an external source into the grid.
* Allow exporting — (Wave Embedded only) Let users export grid data to a file.
* Default Page Size — (Wave Embedded only) Set the number of records displayed per page — from 200 up to 10,000.

### &#x20;Display Options

{% hint style="warning" %}
**Wave Embedded has one additional Display Option**

Grid Header Label is only available in Wave Embedded. All other display controls are identical.&#x20;
{% endhint %}

<table><thead><tr><th width="328" valign="top">Control</th><th width="213" valign="top">Wave Embedded</th><th valign="top">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow adding related list(s)</td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Allow <a href="/pages/dpA7ARK7AQZq812PglmQ#freeze-unfreeze-column">freezing / unfreezing columns</a></td><td valign="top">Supported</td><td valign="top">Supported</td></tr><tr><td valign="top">Grid Header Label</td><td valign="top">Supported</td><td valign="top">Not available</td></tr></tbody></table>

* Allow adding related list(s) — Let users attach related list panels to the grid.
* Allow [freezing / unfreezing columns](/valorx-wave/wave-data-management/data-control-and-customization.md#freeze-unfreeze-column) — Let users pin columns so they stay visible while scrolling.
* Grid Header Label — (Wave Embedded only) Controls the label shown when the grid is published on a Salesforce record page. Choose from: Object Plural Name, Grid Name, or No Label.

<div><figure><img src="/files/PpXDGLUSLfeVKQnkym9m" alt=""><figcaption><p>Object Plural Name</p></figcaption></figure> <figure><img src="/files/PL8f4aMgutBZRcRjzws7" alt=""><figcaption><p>Grid Name</p></figcaption></figure> <figure><img src="/files/XTFTzZUNPKzz4cZJsFtl" alt=""><figcaption><p>No Label</p></figcaption></figure></div>

### Save Options

{% hint style="warning" %}
**Wave Embedded only**

The Save Options section does not exist in Wave Extension.
{% endhint %}

<table><thead><tr><th valign="top">Control</th><th valign="top">Wave Embedded</th><th valign="top">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Refresh On Save</td><td valign="top">Supported</td><td valign="top">Not available</td></tr></tbody></table>

* Refresh On Save — ***(Wave Embedded only)*** When enabled, Wave automatically refreshes modified records after each save — so users always see the latest data without a manual page refresh. This is enabled by default.

### Access Options

{% hint style="warning" %}
**Wave Embedded only**

The Access Options section does not exist in Wave Extension.
{% endhint %}

<table><thead><tr><th width="356" valign="top">Control</th><th valign="top">Wave Embedded</th><th valign="top">Wave Extension</th></tr></thead><tbody><tr><td valign="top">Allow creating <a href="/pages/ognFA9i1FbGeqTIVRTSq#custom-grid-my-grids">custom grids</a></td><td valign="top">Supported</td><td valign="top">Not available</td></tr><tr><td valign="top">Allow sharing <a href="/pages/ognFA9i1FbGeqTIVRTSq#custom-grid-my-grids">custom grids</a> with all users</td><td valign="top">Supported</td><td valign="top">Not available</td></tr><tr><td valign="top">Make Grid Read-Only</td><td valign="top">Supported</td><td valign="top">Not available</td></tr></tbody></table>

* Allow creating [custom grids](/valorx-wave/wave-experience/type-of-grid-in-wave.md#custom-grid-my-grids) — ***(Wave Embedded only)*** When ON, Standard Users can create their own personal [Custom Grids](/valorx-wave/wave-experience/type-of-grid-in-wave.md#custom-grid-my-grids) from a [Global Grid](/valorx-wave/wave-experience/type-of-grid-in-wave.md#global-grid). Their copy does not affect the Global Grid or any other user.
* Allow sharing custom grids with all users — ***(Wave Embedded only)*** When ON, Standard Users can share their [Custom Grids](/valorx-wave/wave-experience/type-of-grid-in-wave.md#custom-grid-my-grids) with the rest of the organization. This option only appears when Allow Creating [Custom Grids](/valorx-wave/wave-experience/type-of-grid-in-wave.md#custom-grid-my-grids) is also enabled.
* Make Grid Read-Only — ***(Wave Embedded only)*** When ON, the entire grid is locked to read-only for Standard Users. No records can be added, edited, or deleted. Use this to protect grids that serve as reference views or dashboards.

{% hint style="danger" icon="info" %}
**Revoking Custom Grid Access Deletes Existing Custom Grids**

If you turn off Allow Creating Custom Grids after it was previously enabled, a warning will appear. Confirming will permanently delete all Custom Grids created from this Global Grid. This cannot be undone.
{% endhint %}

<figure><img src="/files/zwGK6kq4HlxbGjRbtP3z" alt=""><figcaption><p>Grid Controls: Access Options</p></figcaption></figure>

***


---

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