Setting Permission for Fields

You can set permission for fields to limit users who can view or edit records.

Procedure

  1. Open the app settings page.
    Opening App Settings Page

  2. Click the "App Settings" tab.

  3. Click "Field" under "Permissions". Field

  4. Click "Add". Add

  5. In the line that was added in step 4, from the drop-down list, select a field to be set permission.
    Select a field

  6. Set permission for the selected field.
    When multiple permissions are applied to one user, the uppermost row has priority.

    Example where the setting was made to allow only "John Jones" to view and edit the field values:
    John Jones [✔] View [✔] Edit
    Everyone [  ] View [  ] Edit
    Example where the setting was made to allow all the users except "John Jones" to view and edit the field values:
    John Jones [  ] View [  ] Edit
    Everyone [✔] View [✔] Edit
    When you select a field from the "Add a field for selection" drop-down list, the permission is applied to the users, departments, or groups in the selected field. When you select the Department selection field, select the "Permissions inheritance" check box to inherit the same permission to users who are members of the affiliated departments.
  7. Click "Save" on the upper left side of the screen.