Setting Field Permissions

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

To set permissions for fields:

  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.
  15. Click Update App.
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