Allow A User To Create, Edit, And View Fields

About this task

To assign field level permissions to a user:

Procedure

  1. Go to Settings > Account Information > Users.
  2. Click a user's name.
  3. Click Edit Permissions.
  4. Click Fields.
  5. From here you have several permissions you can assign around creating, editing, and viewing fields. Each permission is described below:
    • Create fields box allows you to restrict a user's ability to create new fields.
    • Change field order/position box allows a user to change the order / position of fields. Changing the order / position of fields affects how they will appear to your contacts, and how they will appear in other locations in the application.
    • View Fields section allows you to choose whether a user can view all fields or only specific fields. If you click the All fields radio button, then the user will have the ability to view all the fields in your account. If you click the Only these fields radio button, the user will only be able to view the fields you select.
    • Edit Fields section allows you to choose whether a user can edit all fields or only specific fields. If you click the All fields radio button, then the user will have the ability to edit all the fields in your account. If you click the Only these fields radio button, the user will only be able to edit the fields you select.
  6. Click Save All Changes.