Can I give users view-only permissions for certain records and prevent them from editing?

Yes, you can configure view-only access for certain records in Zoho FSM by customising user permissions through custom profiles.

Note that standard (built-in) profiles cannot be edited, so this option is available only with custom profiles.

To set this up:

Open the custom profile you want to modify.
Adjust permissions by checking or unchecking the relevant boxes to restrict editing and allow view-only access as needed.
Click Save to apply the changes.

Some permissions, such as View access for modules like Contacts, Companies and Work Orders cannot be disabled.

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