Property-level security (read-only based on role)

Participant | Gold Partner

I would like to create properties on Contacts and Companies whose values can only be seen but not edited by some users, and both seen and edited by others, based on roles/permissions.


Is that possible? If so, how?

1 Reply 1
Key Advisor

Hi @sgagliano 


One property cannot edited for some users and be edited for others, i think only with user permission control, when you define which are edit and which are only view. Look:




And in options to edit, you can too configure this conditions: Everything, Team only, Owned only and None.



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Best regards!