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Hi Guys,
Can FIELD LEVEL SECURITY be applied for security roles?
For example,
we have a field - Salary
We have Security Roles,
Scenario:
make Salary Field Editable for Managers and Read-only for Employees
Step 1: Click on the setting >Select Advanced setting.
Step 2: The Advanced Settings Tab will open. Click on the Settings and open Security.
Step 3: Now select the Field Security Profiles.
Step 4: Click on New to create a new field security profile.
Step 5: Enter a name and a Description (optional) and click on Save.
Step 6: Click On Field Permissions.
Step 7: Select the field and choose edit.
Step 8: The Edit Field Security pop-up window will open. Select the permissions you want to assign to users or teams, then choose OK. In this example, I want the group of users to be able to read the actual revenue but not update or enter a brand-new value. Click on OK.
Step 9: Click on Save to apply the modification to the system.
How to Add Users and Teams.
Step 1: You can add teams and users by clicking “Teams” and “Users” below the member section.
Step 2: On the command bar, click on Add.
Step 3 It will open a lookup dialog box; select the user or team that should have the security settings applied for the field and then click Select.
Step 4: Repeat steps if you would like to add multiple teams or users, and then choose Add. So, this is how to apply field-level security in a system field.
Please contact us if you have any concern related this.
Please mark the answer as verified if it was helpful.
Hi,
Field Level Security is not linked to Security Role. For your scenario
1. Salary Field Editable for Managers -- Create a Owner Team and add Managers to that team, then create a field security profile where you can add Manager's Team and finally set the privilege to Read/Write for that tam.
2. Salary Field Read-only for Employees -- Create a Owner Team and add Employees to that team, then create a field security profile where you can add Employee's Team and finally set the privilege to Read for that tam.
Thanks,
Alok
Hi partner,
Unfortunately, Field Level Security can only applied for users or teams, not security roles.
So we have to create a team and assign Employees in the team, then new a Field Security Profile with the team, select "Allow Update" of the Salary field to No.
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