FAQs in this section
How do I assign a profile to a user role?
What is the relationship between roles and profiles?
Why am I getting the Permission Denied error when I try to approve a record?
How do I add a profile?
Can I create a role with out selecting a profile?
How to enable or disable import and export permissions of a profile?
How do I see which role a profile is related to?
Are there separate Create and Edit options in Profiles?
What is a profile?
How are profile permissions different from Sharing Rules?
Who can set up profiles?
How do I define the permissions of a profile?
How do I link a role to a profile?
How do I delete a profile?
How do I associate a profile with a user?
Do field-level permissions in a profile apply to every module?
How do admins manage the ability to modify the From email in Case replies?
Why am I unable to change the From email while replying to a Case?
Can I define field-level permissions for a profile?
Table of Contents
Follow these steps to assign field-level permissions to a profile:
Step 1: Creating a profile
- Click the User Menu on the top right corner of the screen.
- Click the Settings button.
- Look for the User Management section.
- Select Profiles.
- Click the +Add Profile button.
- Enter the profile name and description.
Step 2: Defining permissions
- Go to the Edit privileges of this profile section.
- Choose an app (Inventory, Sales, etc.) from the Edit privileges of the profile section and click the downward arrow.
- Choose a module.
- Click the downward arrow on a module.
- All the fields in the module are shown in the Fields section.
- Move the toggle button beside a field to the left to make it invisible, center to make it read-only, or right to make it writable. Black color represents invisible, Orange represents read-only, and Green represents writable.
- Note: You cannot change permissions for mandatory fields.
- Click Save.
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment