Creator Help

Field Permissions

Set Access Permissions for Fields

With the field-level security, you can control the access rights of creator 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. For example,  In a "Support Management" application, "Status" of the cases can be hidden for the users other than customer support persons. 

To manage field-level access

  1. Go to Application Settings > Users & Permissions > Field Permissions.
  2. In the Field 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.
    • 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.