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

sgagliano
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
DanielSanchez
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:

 

users.PNG

 

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

conditions.PNG

 

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Best regards!