Setting Field Permissions

You can set permissions for each field in an app to control who can view or edit the data.
 

Setting Field Permissions

  1. Within an app, click the Gear wheel Screen_Shot_2017-07-19_at_9.43.03_AM.png on the right.
  2. Under Permissions, select Fields.
  3. Click Add.
  4. Select a Target Field from the drop-down list. 
  5. Either enter a User, Group, or Department, or select a User Field from the app in the drop-down list to grant permissions.
  6. Select or clear the View and Edit check boxes to grant and revoke permission.
  7. Add as many users, groups, departments and user fields as desired.
  8. When assigning permissions to a department, the Permissions inheritance check box displays. Select this check box to apply the same permissions to members of child departments.
  9. When multiple rows exist, the priority goes from top to bottom. 
  10. To delete an entry, click in the row.
  11. To add permissions on another field, click Add again.
  12. To delete the permissions for a , click at the far right.
  13. If you want to set multiple rules, click Add and repeat steps 2 to 4.
  14. Click Save and Update App.

Please note, when multiple permissions are applied to one user, the uppermost row has priority.

Examples of  Field Permission Settings:

John Doe has the ability to view and edit the field but everyone else does not.

     John Doe [✔] View [✔] Edit
     Everyone [  ] View [  ] Edit


John Doe cannot view or edit the field but everyone else can.

     John Doe [  ] View [  ] Edit
     Everyone [✔] View [✔] Edit

 

Related Topics
Setting Permissions in an App

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