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Field Level Security for Security Roles

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Posted on by RG Student

Hi Guys,

Can FIELD LEVEL SECURITY be applied for security roles?

For example,

we have a field - Salary

We have Security Roles,

Managers
Employee

Scenario:

make Salary Field Editable for Managers and Read-only for Employees

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a33ik 84,331 Most Valuable Professional on at

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Hello,

No, it can't. You will have to use Field Security Profile.

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LuHao 40,892 on at

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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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aloksingh.in 15 on at

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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

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FidelMartin 128 on at

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Hello,

If you want to create field level security role first of all you have to create field-level security in system fields in CRM.

Here is the step where you can create a new field security profile to define your field’s security settings.

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.

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