CRM Help

Setting up Fields & Links Permissions

Set Access Permissions for Fields

With the field-level security, you can control the access rights of CRM fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to their job profile. If needed, you can also enable or disable views or edit permissions for all the fields except the mandatory ones.

For example, "Sales Stage" and "Amount" fields in the Potentials module may not be required for a person looking at customer support. Similarly, "Status" of the cases can be hidden for the users other than customer support persons.

To manage field-level access

  1. Click Setup > Users & Permissions > Fields & Links Permissions.
  2. In the Fields & Links Permissions page do the following:
    • Select Profile from the drop-down list.
    • Select Module from the drop-down list to filter and view the fields of the selected module only.
    • Click Fields as the Category.
      All the fields available in the selected module will be listed.
  3. Click Edit.
  4. Select or clear the check boxes for the fields according to your organization’s field-level access control requirements.
  5. Click Save.

Set Access Permissions for Custom Links

After the custom links are created, users who have 'Customize Zoho CRM' permissions in their profile can set access permissions for the custom links. Based on these permissions, other users can use the custom links.

Availability

Profile Permission Required: Users with the Customize Zoho CRM permission can access this feature.

To set access permissions for links

  1. Click Setup > Users & Permissions > Fields & Links Permissions.
  2. In the Fields & Links Permissions page, do the following:
    • Select Profile from the drop-down list.
    • Select Module from the drop-down list to filter and view the custom links of the selected module only.
    • Click Links as the Category.
      The custom links for the selected module will be listed.

    • Click Edit to change the permission.
    • Make the necessary changes and click Save.

Top