FAQs in this section
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?
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 are profile permissions different from Sharing Rules?

Can I define field-level permissions for a profile?

Follow these steps to assign field-level permissions to a profile:

Step 1: Creating a profile

  1. Click the User Menu on the top right corner of the screen.
  2. Click the Settings button.
  3. Look for the User Management section.
  4. Select Profiles.
  5. Click the +Add Profile button.
  6. Enter the profile name and description.

Step 2: Defining permissions 

  1. Go to the Edit privileges of this profile section.
  2. Choose an app (Inventory, Sales, etc.) from the Edit privileges of the profile section and click the downward arrow. 
  3. Choose a module. 
  4. Click the downward arrow on a module.
    • All the fields in the module are shown in the Fields section.
  5. 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.
  6. Click Save.
To learn more about  field-level permissions in a profile, click here.
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