Turning On Field Level Security

Before configuring Field Level Security for an entity, the functionality must first be turned on. This is done at the Entities record.

1. Open the desired Entities record and select the Security > Options tab.
   • A Field Level Security section appears on the form. 
     
      
2. Select the Field Level Security option.
   • This displays the Field Level Security dialog, which lists all fields defined for the entity.
   • By default, all users and groups that have Read or Edit permissions at the entity level are given Read and Edit permissions for each field. Also, if Allow In Place Editing is selected for the entity, all users and groups that have In Place Edit permissions at the entity level are given In Place Edit permissions for each field.
   • In the examples shown below, In Place Editing is not enabled for the entity so the Allow In Place Edit check boxes are not selected in the Field Level Security dialog.
     
     
3. Modify the default Read/Edit permissions, as necessary.
   • Use the Select All and Remove All buttons as necessary to change all of the field settings with one button click.
   • If you remove Edit permissions for a field, the system also automatically clears the the corresponding Allow In Place Edit check box (if it is also selected).
   • For example, if you want all users and groups to have Read access only to the OwnerName field as the Field Level Security starting point, clear the corresponding Edit check box.  
      
     
4. Click OK to close the Field Level Security dialog box.
   • A message box displays, informing the user that this will overwrite any existing Field Level Security configuration already in place for the entity.
      

5. Click Yes to return to the Entities record. 

    If you enable Field Level Security and use the default selections in the Field Level Security dialog box (that is, all fields have Read and Edit selected), all users who previously had access to the entity will continue to have the same level of access.

    The Field Level Security option provides the means to automatically configure field security at the current starting point, so that it does not have to be set up manually on each Fields record for the entity. Once Field Level Security is activated, changes can be applied as necessary to individual fields.

6. Modify the Field Level Security settings for individual fields, as necessary. See Modifying Field Level Security Configurations for details.

   This is an important step, particularly if you removed Read or Edit access for all users and groups within the global Field Level Security dialog.

7. Save the Entities record.
   • The system updates the appropriate files and creates the necessary Field Level Security records to capture the permission structure at the field level.