Restricting Field Access

Sometimes you want a particular field in your record to only be accessible to users with a specific role. For example some fields may contain sensitive data you only want managers to be able to access.

You can do this using the Required Roles list that is under a field definition.

The roles that you add to the Required Roles list define the roles that users must have in order to view that field. If the user does not have any of the listed roles, that field will be omitted from the view, and the form will re-layout to fill the gap.

The same Required Roles option can also be applied to sublists, actions and reports.