Setting up Fields and Links Permissions

Setting up Fields & Links Permissions

Set Access Permissions for Fields

With the field-level security, you can allow your customers to control the access rights of CRM fields for various profiles. This will ensure smooth security at the field-level, allowing users to access the fields that are relevant to their job profile. If needed, you can also enable or disable views or edit permissions for all the fields except the mandatory ones.

For example, "Sales Stage" and "Amount" fields in the Potentials module may not be required for a person looking at customer support. Similarly, "Status" of the cases can be hidden for the users other than customer support persons.

To manage field-level access
  1. Login to Zoho Developer Console and click CRM for Verticals.
  2. Select the application in which field level access has to be set and click Edit.
  3. Click Permissions in the left pane and select the Fields & Links Permissions tab.
  4. In the Fields & Links Permissions page do the following:
    1. Select Profile from the drop-down list.
    2. Select Module from the drop-down list to filter and view the fields of the selected module only.
    3. Click Fields as the Category. 
      All the fields available in the selected module will be listed. By default, Visibility will be selected for all the fields. 
  5. Click Edit.
  6. Select or clear the check boxes for the fields according to your organization’s field-level access control requirements.
    1. Visibility - The fields will be visible to the users and they will be editable based on the user's profile permissions.
    2. Read Only - The fields will be visible in the read only mode. It cannot be edited.
  7. Click Save.
After the custom links are created, you can set access permissions for the custom links.
To set access permissions for links
  1. Login to Zoho Developer Console and click CRM for Verticals.
  2. Select the application in which you want to set access permission for links and click Edit.
  3. Click Permissions in the left pane and select the Fields & Links Permissions tab.
  4. In the Fields & Links Permissions page, do the following:
    1. Select Profile from the drop-down list.
    2. Select Module from the drop-down list to filter and view the custom links of the selected module only.
    3. Click Links as the Category.
      The custom links for the selected module will be listed. 
    4. Click Edit to change the permission.
    5. Make the necessary changes and click Save.

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Custom Buttons and Links

                                                                                                                The guide will help you with the following: Create a custom button Define button action  Invoke a URL  Writing a custom function  Edit a custom button  Delete a custom button  Add a link  Delete a link  ​Based on the specifics of your industry and ...
                                                                                                              • Customization - Creating Custom Fields

                                                                                                                This guide will help you with the following: Custom Fields Custom Field Limits Add Custom Fields Edit Custom Fields Delete Custom Fields Create Currency Fields Add Pick List Values Add Multi-Select Pick List Values Create Lookup Field Create Auto ...
                                                                                                              • Automation - Setting Up Webhooks

                                                                                                                This guide will help you with the following: Set up Webhooks Use Webhooks Business Scenario 1- Calculate Sales commissions in Zoho Creator App Refer Error Codes HTTP Status Codes Custom Errors Webhooks facilitates communication with third-party ...
                                                                                                              • Standard Modules and Fields

                                                                                                                Vertical Solutions provides you with a few standard modules that you can readily use. These predefined modules come with a set of default fields and layout. When you create a new solution from your Developer account, you can select the standard ...
                                                                                                              • Marking Personal Fields

                                                                                                                GDPR defines personal data as any information relating to an identified or identifiable natural person (i.e. the data subject). There is a wide range of personal data that includes email addresses, location, mobile numbers, identification numbers, ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources