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How to configure field permissions for roles in Freshsales?

Modified on: Wed, 26 Feb, 2020 at 3:49 PM


Applicable plans
Sprout Blossom Garden Estate Forest


Freshsales allows Admins to configure permissions of individual fields and regulate user access to sensitive data.


Article navigation:


Why do we need field permissions?

As a company grows and brings onboard more users, there is always a need to regulate access to sensitive fields such as Territory, Owner, etc. While Regional Sales Managers (RSMs), in view of their hierarchy, may need access to edit and modify these fields if necessary, Sales Development Representatives (SDRs) should not have access to modify these records.


With Field-level permissions, admins can make the field editable for some roles while read-only for some roles. If deemed necessary, fields can also be hidden for roles. In this case, users will not be able to view the field on their records.


How to configure field permissions for roles in Freshsales?
Here’s how:

  1. Go to Admin Settings Roles .

  2. Click on an existing role. In our case, let us click ‘Sales Development Representative’.


This opens the settings page for the role.
(Or)
If you wish to create a new role, refer to this
article.

  1. Go to the FIELD PERMISSIONS section and scroll down to the field that you wish to modify.

  2. Select the visibility of your field. You can choose from one of three options:
    - EDITABLE: Gives the user permission to edit the field value
    - READ-ONLY: Gives the user permission to view values added to the field. However, the user cannot edit the field.
    - HIDDEN: The field is hidden from user’s view.

Note: Some fields like Lead stage or Email cannot be hidden and can be only made Read-only. 

 

5. Click . This presents you with a success notification. 


Note: 

  • Required fields cannot be made hidden. And when fields are hidden, they cannot be made required.

  • Controlling and dependent fields: If the controlling field is hidden, the dependent field will also be hidden on the UI even if the role provides edit access to the field.

  • For Managers, Users, and Restricted users, CRM migration will be disabled if any of the fields are hidden/read-only.


What happens when I downgrade from my existing plan?

Field permissions are available only for the Forest plan. When the account is downgraded from the Forest plan, all permissions will be reverted back to default. 


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How to configure field permissions for roles in Freshsales?

Modified on: Wed, 26 Feb, 2020 at 3:49 PM


Applicable plans
Sprout Blossom Garden Estate Forest


Freshsales allows Admins to configure permissions of individual fields and regulate user access to sensitive data.


Article navigation:


Why do we need field permissions?

As a company grows and brings onboard more users, there is always a need to regulate access to sensitive fields such as Territory, Owner, etc. While Regional Sales Managers (RSMs), in view of their hierarchy, may need access to edit and modify these fields if necessary, Sales Development Representatives (SDRs) should not have access to modify these records.


With Field-level permissions, admins can make the field editable for some roles while read-only for some roles. If deemed necessary, fields can also be hidden for roles. In this case, users will not be able to view the field on their records.


How to configure field permissions for roles in Freshsales?
Here’s how:

  1. Go to Admin Settings Roles .

  2. Click on an existing role. In our case, let us click ‘Sales Development Representative’.


This opens the settings page for the role.
(Or)
If you wish to create a new role, refer to this
article.

  1. Go to the FIELD PERMISSIONS section and scroll down to the field that you wish to modify.

  2. Select the visibility of your field. You can choose from one of three options:
    - EDITABLE: Gives the user permission to edit the field value
    - READ-ONLY: Gives the user permission to view values added to the field. However, the user cannot edit the field.
    - HIDDEN: The field is hidden from user’s view.

Note: Some fields like Lead stage or Email cannot be hidden and can be only made Read-only. 

 

5. Click . This presents you with a success notification. 


Note: 

  • Required fields cannot be made hidden. And when fields are hidden, they cannot be made required.

  • Controlling and dependent fields: If the controlling field is hidden, the dependent field will also be hidden on the UI even if the role provides edit access to the field.

  • For Managers, Users, and Restricted users, CRM migration will be disabled if any of the fields are hidden/read-only.


What happens when I downgrade from my existing plan?

Field permissions are available only for the Forest plan. When the account is downgraded from the Forest plan, all permissions will be reverted back to default. 


Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial